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BLUEX vs CPCLX
BLUEX vs CPCLX Comparison
Open Charts BLUEX vs CPCLX
AMG Veritas Global Real Return I
Price$40.28
Change-$0.25 (-0.62%)
VolumeN/A
Net Assets98.87M
Calamos Phineus Long/Short C
Price$16.22
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets1.13B
BLUEX vs CPCLX Comparison Chart in %
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BLUEX vs. CPCLX commentary
Nov 14, 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: 1.13B vs. BLUEX (98.9M). CPCLX pays higher dividends than BLUEX: CPCLX (2.89) vs BLUEX (0.27). BLUEX was incepted earlier than CPCLX: BLUEX (35 years) vs CPCLX (10 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 annual gain was more profitable for investors over the last year : 4.00 vs. CPCLX (3.58). CPCLX return over 5 years is better than : 34.04 vs. BLUEX (-30.32).
| 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 | 10 years | - |
| Gain YTD | 5.218 | 7.611 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 1.13B | 9% |
| Annual Yield % from dividends | 0.27 | 2.89 | 10% |
| Returns for 1 year | 4.00 | 3.58 | 112% |
| Returns for 3 years | 16.34 | 17.73 | 92% |
| Returns for 5 years | -30.32 | 34.04 | -89% |
| Returns for 10 years | 19.11 | N/A | - |