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CPLIX vs QLERX
CPLIX vs QLERX Comparison
Open Charts CPLIX vs QLERX
Calamos Phineus Long/Short I
Price$18.09
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.13B
CPLIX vs QLERX Comparison Chart in %
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CPLIX vs. QLERX commentary
Jul 28, 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 CPLIX is a StrongBuy and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 5.17B vs. CPLIX (1.13B). QLERX pays higher dividends than CPLIX: QLERX (6.06) vs CPLIX (3.58). CPLIX was incepted earlier than QLERX: CPLIX (9 years) vs QLERX (11 years). QLERX (5.23) is less costly to investors than CPLIX (2.19). QLERX is a more actively managed with annual turnover of: 362.00 vs. CPLIX (342.00). CPLIX has a lower initial minimum investment than QLERX: CPLIX (1000000) vs QLERX (50000000). QLERX annual gain was more profitable for investors over the last year : 25.73 vs. CPLIX (9.59). QLERX return over 5 years is better than : 184.29 vs. CPLIX (64.43).
| CPLIX | QLERX | CPLIX / QLERX | |
| Total Expense Ratio | 2.19 | 5.23 | 42% |
| Annual Report Gross Expense Ratio | 2.19 | 5.23 | 42% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.667 | 15.637 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.17B | 22% |
| Annual Yield % from dividends | 3.58 | 6.06 | 59% |
| Returns for 1 year | 9.59 | 25.73 | 37% |
| Returns for 3 years | 30.05 | 94.86 | 32% |
| Returns for 5 years | 64.43 | 184.29 | 35% |
| Returns for 10 years | N/A | 151.10 | - |
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