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CPLSX vs QLERX
CPLSX vs QLERX Comparison
Open Charts CPLSX vs QLERX
Calamos Phineus Long/Short A
Price$17.75
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.11B
CPLSX vs QLERX Comparison Chart in %
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CPLSX 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 CPLSX is a StrongBuy and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 5.2B vs. CPLSX (1.11B). QLERX pays higher dividends than CPLSX: QLERX (6.06) vs CPLSX (3.38). CPLSX was incepted earlier than QLERX: CPLSX (9 years) vs QLERX (11 years). QLERX (5.23) is less costly to investors than CPLSX (2.44). QLERX is a more actively managed with annual turnover of: 362.00 vs. CPLSX (342.00). CPLSX has a lower initial minimum investment than QLERX: CPLSX (2500) vs QLERX (50000000). QLERX annual gain was more profitable for investors over the last year : 25.21 vs. CPLSX (10.78). QLERX return over 5 years is better than : 187.94 vs. CPLSX (61.62).
| CPLSX | QLERX | CPLSX / QLERX | |
| Total Expense Ratio | 2.44 | 5.23 | 47% |
| Annual Report Gross Expense Ratio | 2.44 | 5.23 | 47% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.285 | 16.749 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.2B | 21% |
| Annual Yield % from dividends | 3.38 | 6.06 | 56% |
| Returns for 1 year | 10.78 | 25.21 | 43% |
| Returns for 3 years | 30.88 | 93.62 | 33% |
| Returns for 5 years | 61.62 | 187.94 | 33% |
| Returns for 10 years | N/A | 160.83 | - |
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