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CPLIX vs QLERX
CPLIX vs QLERX Comparison
Open Charts CPLIX vs QLERX
Calamos Phineus Long/Short I
Price$18.04
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.11B
CPLIX vs QLERX Comparison Chart in %
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CPLIX vs. QLERX 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 CPLIX is a StrongBuy and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 5.2B vs. CPLIX (1.11B). 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 : 25.21 vs. CPLIX (11.10). QLERX return over 5 years is better than : 187.94 vs. CPLIX (63.69).
| 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 | 11.358 | 16.749 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.2B | 21% |
| Annual Yield % from dividends | 3.58 | 6.06 | 59% |
| Returns for 1 year | 11.10 | 25.21 | 44% |
| Returns for 3 years | 31.83 | 93.62 | 34% |
| Returns for 5 years | 63.69 | 187.94 | 34% |
| Returns for 10 years | N/A | 160.83 | - |
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