Interact to see
Advertisement
Advertisement
CPLIX vs QLERX
CPLIX vs QLERX Comparison
Open Charts CPLIX vs QLERX
Calamos Phineus Long/Short I
Price$17.38
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.08B
CPLIX vs QLERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CPLIX vs. QLERX commentary
Jun 15, 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: 4.96B vs. CPLIX (1.08B). QLERX pays higher dividends than CPLIX: QLERX (6.19) vs CPLIX (3.70). 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 : 26.29 vs. CPLIX (7.54). QLERX return over 5 years is better than : 186.58 vs. CPLIX (52.35).
| 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 | 7.284 | 15.575 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 4.96B | 22% |
| Annual Yield % from dividends | 3.70 | 6.19 | 60% |
| Returns for 1 year | 7.54 | 26.29 | 29% |
| Returns for 3 years | 26.40 | 79.52 | 33% |
| Returns for 5 years | 52.35 | 186.58 | 28% |
| Returns for 10 years | N/A | 158.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers