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CPLSX vs QLERX
CPLSX vs QLERX Comparison
Open Charts CPLSX vs QLERX
Calamos Phineus Long/Short A
Price$17.10
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets1.07B
CPLSX vs QLERX Comparison Chart
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CPLSX vs. QLERX commentary
Jun 16, 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: 4.96B vs. CPLSX (1.07B). QLERX pays higher dividends than CPLSX: QLERX (6.19) vs CPLSX (3.49). 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 : 26.29 vs. CPLSX (7.24). QLERX return over 5 years is better than : 186.58 vs. CPLSX (50.38).
| 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 | 7.210 | 15.575 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 4.96B | 22% |
| Annual Yield % from dividends | 3.49 | 6.19 | 56% |
| Returns for 1 year | 7.24 | 26.29 | 28% |
| Returns for 3 years | 25.38 | 79.52 | 32% |
| Returns for 5 years | 50.38 | 186.58 | 27% |
| Returns for 10 years | N/A | 158.43 | - |