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CAIBX vs CGCIX
CAIBX vs CGCIX Comparison
Open Charts CAIBX vs CGCIX
American Funds Capital Income Bldr A
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
Calamos Global Opportunities I
Price$13.43
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets279.9M
CAIBX vs CGCIX Comparison Chart
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CAIBX vs. CGCIX commentary
Jun 14, 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: 115B vs. CGCIX (280M). CAIBX pays higher dividends than CGCIX: CAIBX (3.05) vs CGCIX (0.74). 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 : 13.92 vs. CGCIX (1.23). CGCIX (48.68) and CAIBX (48.47) have equivalent 5 years return.
| 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 | 10.399 | 6.085 | 171% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 280M | 41,071% |
| Annual Yield % from dividends | 3.05 | 0.74 | 415% |
| Returns for 1 year | 13.92 | 1.23 | 1,136% |
| Returns for 3 years | 32.41 | 40.75 | 80% |
| Returns for 5 years | 48.47 | 48.68 | 100% |
| Returns for 10 years | 46.13 | 57.15 | 81% |
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