Interact to see
Advertisement
Advertisement
CPCLX vs LSOFX
CPCLX vs LSOFX Comparison
Open Charts CPCLX vs LSOFX
Calamos Phineus Long/Short C
Price$16.73
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.14B
LS Opportunity Fund Institutional Class
Price$18.78
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets187.69M
CPCLX vs LSOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPCLX vs. LSOFX commentary
Sep 08, 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 (188M). CPCLX pays higher dividends than LSOFX: CPCLX (2.80) vs LSOFX (0.75). 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 (65.66). 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 : 8.91 vs. LSOFX (2.51). CPCLX return over 5 years is better than : 53.70 vs. LSOFX (30.24).
| 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 | 10.986 | 3.300 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 188M | 605% |
| Annual Yield % from dividends | 2.80 | 0.75 | 372% |
| Returns for 1 year | 8.91 | 2.51 | 355% |
| Returns for 3 years | 25.17 | 23.12 | 109% |
| Returns for 5 years | 53.70 | 30.24 | 178% |
| Returns for 10 years | N/A | 64.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement