CFFI vs CPZ

Comparison between C & F Financial Corp (CFFI, Company) and Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company).

Both CFFI and CPZ are from the Financial Services sector.

5-Year PerformanceCFFI has outperformed CPZ, delivering a return of +12.1% compared to +1.4%

CFFI vs CPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CFFI(COMPANY)	CPZ(COMPANY)
Market Cap	$255M	$254M
Max Drawdown	75.51%	52.16%
Sharpe Ratio	0.92	-1.17
5Y Beta	0.84	0.17
Industry	Banks - Regional	Asset Management
P/E Ratio	9.00	3.55
Forward P/E	5.69	N/A
PEG Ratio	0.30	N/A
Dividend Yield	2.46%	N/A
5Y Dividends CAGR	4.07%	4.80%
5Y EPS CAGR	4.49%	N/A
Debt to Equity	7.53%	36.73%
Free Cash Flow Yield	4.45%	-41.06%

Market Cap

Winner

CFFI

$255M

CPZ

$254M

Max Drawdown

CFFI

75.51%

Winner

CPZ

52.16%

Sharpe Ratio

Winner

CFFI

0.92

CPZ

-1.17

5Y Beta

CFFI

0.84

Winner

CPZ

0.17

Industry

CFFI

Banks - Regional

CPZ

Asset Management

P/E Ratio

CFFI

9.00

Winner

CPZ

3.55

Forward P/E

CFFI

5.69

CPZ

N/A

PEG Ratio

CFFI

0.30

CPZ

N/A

Dividend Yield

CFFI

2.46%

CPZ

N/A

5Y Dividends CAGR

CFFI

4.07%

Winner

CPZ

4.80%

5Y EPS CAGR

CFFI

4.49%

CPZ

N/A

Debt to Equity

Winner

CFFI

7.53%

CPZ

36.73%

Free Cash Flow Yield

Winner

CFFI

4.45%

CPZ

-41.06%

CFFI vs CPZ - Historical Returns

Returns include dividend reinvestment.

Period	CFFI	CPZ
1 month	+9.19%	+1.17%
3 months	+12.65%	-5.88%
6 months	+4.33%	-8.00%
1 year	+34.06%	-9.16%
5 years(CAGR)	+12.13%	+1.36%
10 years(CAGR)	+9.87%	N/A
Max(CAGR)	+8.93%	+3.48%

Winner

CFFI

+9.19%

CPZ

+1.17%

Winner

CFFI

+12.65%

CPZ

-5.88%

Winner

CFFI

+4.33%

CPZ

-8.00%

Winner

CFFI

+34.06%

CPZ

-9.16%

5Y(CAGR)

Winner

CFFI

+12.13%

CPZ

+1.36%

10Y(CAGR)

CFFI

+9.87%

CPZ

N/A

Max(CAGR)

Winner

CFFI

+8.93%

CPZ

+3.48%

CFFI vs CPZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CFFI	CPZ
2026	+12.30%	-7.07%
2025	+5.93%	+9.21%
2024	+6.14%	+15.44%
2023	+18.14%	+5.55%
2022	+16.71%	-14.65%
2021	+42.70%	+20.05%
2020	-28.42%	-3.76%
2019	+3.69%	-1.64%
2018	-4.55%	N/A
2017	+23.46%	N/A
2016	+32.43%	N/A
2015	+1.45%	N/A
2014	-7.69%	N/A
2013	+19.34%	N/A
2012	+49.39%	N/A
2011	+22.57%	N/A
2010	+16.54%	N/A
2009	+22.54%	N/A
2008	-47.67%	N/A
2007	-22.98%	N/A
2006	+6.44%	N/A
2005	-3.42%	N/A
2004	+0.73%	N/A
2003	+61.01%	N/A
2002	+32.76%	N/A
2001	+31.37%	N/A
2000	-16.59%	N/A
1999	-11.59%	N/A

CFFI vs CPZ Drawdown Comparison

The maximum drawdown for CFFI was -72.95%, occurring on Mar 9, 2009. Recovery took 1320 trading sessions.

The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.

The current CFFI drawdown is -5.99%. The current CPZ drawdown is -15.48%.

Rank	CFFI	CPZ
#1	-72.95% Mar 7, 2007 - May 31, 2012	-51.41% Dec 20, 2019 - Jan 7, 2021
#2	-54.43% Jul 26, 2018 - Oct 17, 2022	-25.44% Feb 24, 2022 - Oct 9, 2024
#3	-50.65% Dec 15, 2023 - Nov 6, 2024	-17.94% Sep 22, 2025 - Jun 5, 2026
#4	-47.16% Jul 23, 2013 - Sep 20, 2017	-11.11% Oct 20, 2021 - Jan 11, 2022
#5	-41.33% Nov 1, 1999 - Oct 1, 2001	-7.51% Jun 11, 2021 - Oct 12, 2021
#6	-34.98% Feb 10, 2025 - Apr 11, 2025	-7.15% Mar 20, 2025 - May 5, 2025
#7	-28.43% Oct 1, 2003 - Feb 21, 2007	-6.92% Jan 7, 2021 - Feb 17, 2021
#8	-27.58% Dec 18, 2017 - Jun 22, 2018	-5.86% Jan 13, 2022 - Feb 8, 2022
#9	-22.21% Jul 2, 2012 - May 6, 2013	-4.59% Dec 3, 2024 - Jan 10, 2025
#10	-20.60% Apr 10, 2002 - Dec 12, 2002	-4.04% Feb 24, 2021 - Mar 5, 2021
#11	-20.24% Feb 6, 2023 - Nov 24, 2023	-3.27% Feb 9, 2022 - Feb 24, 2022
#12	-15.50% Jun 18, 2003 - Sep 15, 2003	-2.48% Feb 3, 2025 - Mar 3, 2025
#13	-14.76% Dec 12, 2024 - Feb 5, 2025	-2.38% Nov 11, 2024 - Nov 29, 2024
#14	-13.63% Oct 18, 2022 - Dec 8, 2022	-2.36% Jul 18, 2025 - Aug 7, 2025
#15	-11.05% Oct 2, 2001 - Jan 17, 2002	-2.36% Apr 28, 2021 - May 17, 2021

Correlation

Correlation between CFFI and CPZ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

CFFI vs CPZ dividend yield comparison.

Year	CFFI	CPZ
2026	1.23%	5.40%
2025	2.53%	11.49%
2024	2.47%	12.65%
2023	2.58%	11.63%
2022	2.81%	11.06%
2021	3.09%	8.37%
2020	4.10%	7.69%
2019	2.69%	0.22%
2018	2.65%	0.00%
2017	2.29%	0.00%
2016	2.59%	0.00%
2015	3.13%	0.00%
2014	2.99%	0.00%
2013	2.54%	0.00%
2012	2.77%	0.00%
2011	3.80%	0.00%
2010	4.48%	0.00%
2009	5.58%	0.00%
2008	7.87%	0.00%
2007	4.10%	0.00%
2006	2.92%	0.00%
2005	2.67%	0.00%
2004	2.23%	0.00%
2003	1.81%	0.00%
2002	2.52%	0.00%
2001	2.90%	0.00%
2000	3.66%	0.00%
1999	0.76%	0.00%