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CPCLX vs SAOIX
CPCLX vs SAOIX Comparison
Open Charts CPCLX vs SAOIX
Calamos Phineus Long/Short C
Price$16.72
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets1.14B
NAA Opportunity Institutional
Price$30.37
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets35.01M
CPCLX vs SAOIX Comparison Chart in %
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CPCLX vs. SAOIX commentary
Sep 29, 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 SAOIX is a Hold.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.14B vs. SAOIX (35M). CPCLX pays higher dividends than SAOIX: CPCLX (2.80) vs SAOIX (0.93). CPCLX was incepted earlier than SAOIX: CPCLX (9 years) vs SAOIX (17 years). CPCLX (3.19) is less costly to investors than SAOIX (1.47). CPCLX is a more actively managed with annual turnover of: 342.00 vs. SAOIX (306.00). CPCLX has a lower initial minimum investment than SAOIX: CPCLX (2500) vs SAOIX (2000000). CPCLX annual gain was more profitable for investors over the last year : 7.70 vs. SAOIX (-5.68). CPCLX return over 5 years is better than : 61.79 vs. SAOIX (29.32).
| CPCLX | SAOIX | CPCLX / SAOIX | |
| Total Expense Ratio | 3.19 | 1.41 | 226% |
| Annual Report Gross Expense Ratio | 3.19 | 1.47 | 217% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 10.655 | -2.878 | -370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 35M | 3,263% |
| Annual Yield % from dividends | 2.80 | 0.93 | 301% |
| Returns for 1 year | 7.70 | -5.68 | -136% |
| Returns for 3 years | 32.59 | 25.93 | 126% |
| Returns for 5 years | 61.79 | 29.32 | 211% |
| Returns for 10 years | N/A | 26.19 | - |
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