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CAIBX vs CGCIX
CAIBX vs CGCIX Comparison
Open Charts CAIBX vs CGCIX
American Funds Capital Income Bldr A
Price$73.78
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
Calamos Global Opportunities I
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.47M
CAIBX vs CGCIX Comparison Chart
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CAIBX vs. CGCIX commentary
May 23, 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: 111B vs. CGCIX (273M). CAIBX pays higher dividends than CGCIX: CAIBX (3.14) vs CGCIX (0.78). 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 : 10.77 vs. CGCIX (2.89). CGCIX return over 5 years is better than : 53.77 vs. CAIBX (50.42).
| 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 | 7.674 | 3.557 | 216% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 273M | 40,659% |
| Annual Yield % from dividends | 3.14 | 0.78 | 405% |
| Returns for 1 year | 10.77 | 2.89 | 372% |
| Returns for 3 years | 21.96 | 30.66 | 72% |
| Returns for 5 years | 50.42 | 53.77 | 94% |
| Returns for 10 years | 38.96 | 50.87 | 77% |
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