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CAIBX vs CGCIX
CAIBX vs CGCIX Comparison
Open Charts CAIBX vs CGCIX
American Funds Capital Income Bldr A
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
Calamos Global Opportunities I
Price$14.15
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets298.55M
CAIBX vs CGCIX Comparison Chart in %
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CAIBX vs. CGCIX commentary
Sep 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 CAIBX is a StrongBuy and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 118B vs. CGCIX (299M). CAIBX pays higher dividends than CGCIX: CAIBX (2.93) vs CGCIX (0.72). CAIBX was incepted earlier than CGCIX: CAIBX (38 years) vs CGCIX (28 years). CGCIX (1.20) is less costly to investors than CAIBX (0.59). CGCIX is a more actively managed with annual turnover of: 87.00 vs. CAIBX (56.00). CAIBX has a lower initial minimum investment than CGCIX: CAIBX (250) vs CGCIX (1000000). CAIBX annual gain was more profitable for investors over the last year : 11.92 vs. CGCIX (7.33). CAIBX return over 5 years is better than : 49.61 vs. CGCIX (36.18).
| CAIBX | CGCIX | CAIBX / CGCIX | |
| Total Expense Ratio | 0.59 | 0.97 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 1.20 | 49% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 15.363 | 11.962 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 299M | 39,465% |
| Annual Yield % from dividends | 2.93 | 0.72 | 408% |
| Returns for 1 year | 11.92 | 7.33 | 163% |
| Returns for 3 years | 38.36 | 48.86 | 79% |
| Returns for 5 years | 49.61 | 36.18 | 137% |
| Returns for 10 years | 62.19 | 75.25 | 83% |
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