Interact to see
Advertisement
Advertisement
CAIBX vs CVLCX
CAIBX vs CVLCX Comparison
Open Charts CAIBX vs CVLCX
American Funds Capital Income Bldr A
Price$77.32
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Calamos Global Opportunities C
Price$11.10
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets297.37M
CAIBX vs CVLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIBX vs. CVLCX commentary
Aug 08, 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 CVLCX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 116B vs. CVLCX (297M). CAIBX pays higher dividends than CVLCX: CAIBX (3.00) vs CVLCX (0.25). CAIBX was incepted earlier than CVLCX: CAIBX (38 years) vs CVLCX (29 years). CVLCX (2.20) is less costly to investors than CAIBX (0.59). CVLCX is a more actively managed with annual turnover of: 87.00 vs. CAIBX (56.00). CAIBX has a lower initial minimum investment than CVLCX: CAIBX (250) vs CVLCX (2500). CAIBX annual gain was more profitable for investors over the last year : 15.71 vs. CVLCX (9.44). CAIBX return over 5 years is better than : 47.84 vs. CVLCX (27.80).
| CAIBX | CVLCX | CAIBX / CVLCX | |
| Total Expense Ratio | 0.59 | 1.97 | 30% |
| Annual Report Gross Expense Ratio | 0.59 | 2.20 | 27% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 13.542 | 11.111 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 297M | 39,057% |
| Annual Yield % from dividends | 3.00 | 0.25 | 1,201% |
| Returns for 1 year | 15.71 | 9.44 | 166% |
| Returns for 3 years | 31.31 | 34.91 | 90% |
| Returns for 5 years | 47.84 | 27.80 | 172% |
| Returns for 10 years | 51.26 | 40.34 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement