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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+$0.05 (+0.30%)
VolumeN/A
Net Assets1.11B
LS Opportunity Fund Institutional Class
Price$18.91
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets191.79M
CPCLX vs LSOFX Comparison Chart in %
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CPCLX vs. LSOFX 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 CPCLX is a StrongBuy and LSOFX is a Buy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.11B vs. LSOFX (192M). CPCLX pays higher dividends than LSOFX: CPCLX (2.85) 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 : 9.82 vs. LSOFX (6.45). CPCLX return over 5 years is better than : 55.44 vs. LSOFX (37.77).
| 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 | 4.015 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 192M | 580% |
| Annual Yield % from dividends | 2.85 | 0.76 | 377% |
| Returns for 1 year | 9.82 | 6.45 | 152% |
| Returns for 3 years | 27.76 | 22.93 | 121% |
| Returns for 5 years | 55.44 | 37.77 | 147% |
| Returns for 10 years | N/A | 51.46 | - |
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