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CPLSX vs QLENX
CPLSX vs QLENX Comparison
Open Charts CPLSX vs QLENX
Calamos Phineus Long/Short A
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.11B
CPLSX vs QLENX Comparison Chart in %
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CPLSX vs. QLENX 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 CPLSX is a StrongBuy and QLENX is a Hold.
FUNDAMENTALS
Fundamentals
QLENX has more cash in the bank: 5.2B vs. CPLSX (1.11B). QLENX pays higher dividends than CPLSX: QLENX (6.07) vs CPLSX (3.38). CPLSX was incepted earlier than QLENX: CPLSX (9 years) vs QLENX (12 years). QLENX (5.59) is less costly to investors than CPLSX (2.44). QLENX is a more actively managed with annual turnover of: 362.00 vs. CPLSX (342.00). CPLSX (2500) and QLENX (2500) have matching initial minimum investment requirements. QLENX annual gain was more profitable for investors over the last year : 24.77 vs. CPLSX (10.78). QLENX return over 5 years is better than : 182.46 vs. CPLSX (61.62).
| CPLSX | QLENX | CPLSX / QLENX | |
| Total Expense Ratio | 2.44 | 5.58 | 44% |
| Annual Report Gross Expense Ratio | 2.44 | 5.59 | 44% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 11.285 | 16.549 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.2B | 21% |
| Annual Yield % from dividends | 3.38 | 6.07 | 56% |
| Returns for 1 year | 10.78 | 24.77 | 44% |
| Returns for 3 years | 30.88 | 91.50 | 34% |
| Returns for 5 years | 61.62 | 182.46 | 34% |
| Returns for 10 years | N/A | 150.76 | - |
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