Interact to see
Advertisement
Advertisement
BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$40.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets102.42M
Calamos Phineus Long/Short C
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.11B
BLUEX vs CPCLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BLUEX vs. CPCLX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BLUEX is a Buy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. BLUEX (102M). CPCLX pays higher dividends than BLUEX: CPCLX (2.85) vs BLUEX (0.27). BLUEX was incepted earlier than CPCLX: BLUEX (35 years) vs CPCLX (9 years). CPCLX (3.19) is less costly to investors than BLUEX (1.24). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BLUEX (33.00). BLUEX has a lower initial minimum investment than CPCLX: BLUEX (2000) vs CPCLX (2500). BLUEX (10.09) and CPCLX (9.82) have marching annual gain over last year. CPCLX return over 5 years is better than : 55.44 vs. BLUEX (-17.46).
| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.16 | 3.19 | 36% |
| Annual Report Gross Expense Ratio | 1.24 | 3.19 | 39% |
| Fund Existence | 35 years | 9 years | - |
| Gain YTD | 5.789 | 10.854 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 1.11B | 9% |
| Annual Yield % from dividends | 0.27 | 2.85 | 10% |
| Returns for 1 year | 10.09 | 9.82 | 103% |
| Returns for 3 years | 9.75 | 27.76 | 35% |
| Returns for 5 years | -17.46 | 55.44 | -31% |
| Returns for 10 years | 13.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement