CPZ vs CFFI

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

Both CPZ and CFFI are from the Financial Services sector.

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

CPZ vs CFFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

CPZ

$254M

Winner

CFFI

$255M

Max Drawdown

Winner

CPZ

52.16%

CFFI

75.51%

Sharpe Ratio

CPZ

-1.17

Winner

CFFI

0.92

5Y Beta

Winner

CPZ

0.17

CFFI

0.84

Industry

CPZ

Asset Management

CFFI

Banks - Regional

P/E Ratio

Winner

CPZ

3.55

CFFI

9.00

Forward P/E

CPZ

N/A

CFFI

5.69

PEG Ratio

CPZ

N/A

CFFI

0.30

Dividend Yield

CPZ

N/A

CFFI

2.46%

5Y Dividends CAGR

Winner

CPZ

4.80%

CFFI

4.07%

5Y EPS CAGR

CPZ

N/A

CFFI

4.49%

Debt to Equity

CPZ

36.73%

Winner

CFFI

7.53%

Free Cash Flow Yield

CPZ

-41.06%

Winner

CFFI

4.45%

CPZ vs CFFI - Historical Returns

Returns include dividend reinvestment.

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

CPZ

+1.17%

Winner

CFFI

+9.19%

CPZ

-5.88%

Winner

CFFI

+12.65%

CPZ

-8.00%

Winner

CFFI

+4.33%

CPZ

-9.16%

Winner

CFFI

+34.06%

5Y(CAGR)

CPZ

+1.36%

Winner

CFFI

+12.13%

10Y(CAGR)

CPZ

N/A

CFFI

+9.87%

Max(CAGR)

CPZ

+3.48%

Winner

CFFI

+8.93%

CPZ vs CFFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

CPZ vs CFFI Drawdown Comparison

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

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

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

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

Correlation

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

0.82

-101

Dividend Comparison (1999 - 2026)

CPZ vs CFFI dividend yield comparison.

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