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CPCLX vs LSOFX
CPCLX vs LSOFX Comparison
Open Charts CPCLX vs LSOFX
Calamos Phineus Long/Short C
Price$16.75
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.14B
LS Opportunity Fund Institutional Class
Price$18.60
Change-$0.10 (-0.53%)
VolumeN/A
Net Assets186.66M
CPCLX vs LSOFX Comparison Chart in %
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CPCLX vs. LSOFX commentary
Aug 18, 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 CPCLX is a Buy and LSOFX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. LSOFX (187M). CPCLX pays higher dividends than LSOFX: CPCLX (2.83) vs LSOFX (0.76). CPCLX was incepted earlier than LSOFX: CPCLX (9 years) vs LSOFX (15 years). CPCLX (3.19) is less costly to investors than LSOFX (2.75). CPCLX is a more actively managed with annual turnover of: 342.00 vs. LSOFX (46.61). CPCLX has a lower initial minimum investment than LSOFX: CPCLX (2500) vs LSOFX (5000). CPCLX annual gain was more profitable for investors over the last year : 9.75 vs. LSOFX (2.47). CPCLX return over 5 years is better than : 54.06 vs. LSOFX (29.08).
| CPCLX | LSOFX | CPCLX / LSOFX | |
| Total Expense Ratio | 3.19 | 2.70 | 118% |
| Annual Report Gross Expense Ratio | 3.19 | 2.75 | 116% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 10.854 | 2.310 | 470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 187M | 609% |
| Annual Yield % from dividends | 2.83 | 0.76 | 374% |
| Returns for 1 year | 9.75 | 2.47 | 395% |
| Returns for 3 years | 15.96 | 16.05 | 99% |
| Returns for 5 years | 54.06 | 29.08 | 186% |
| Returns for 10 years | N/A | 56.57 | - |
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