Ad is loading...
CAIBX vs CGCIX
CAIBX vs CGCIX Comparison
Open Charts CAIBX vs CGCIX
American Funds Capital Income Bldr A
Price$69.10
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets104.8B
Calamos Global Opportunities I
Price$11.88
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets252.89M
CAIBX vs CGCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAIBX vs. CGCIX commentary
Apr 13, 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 Buy and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 105B vs. CGCIX (253M). CAIBX pays higher dividends than CGCIX: CAIBX (3.16) vs CGCIX (0.80). 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). 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 : 6.66 vs. CGCIX (-5.88). CGCIX return over 5 years is better than : 49.80 vs. CAIBX (41.42).
| 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 | 0.844 | -7.186 | -12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 253M | 41,502% |
| Annual Yield % from dividends | 3.16 | 0.80 | 397% |
| Returns for 1 year | 6.66 | -5.88 | -113% |
| Returns for 3 years | 9.95 | 6.75 | 147% |
| Returns for 5 years | 41.42 | 49.80 | 83% |
| Returns for 10 years | 31.62 | 35.82 | 88% |