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CAIBX vs CVLCX
CAIBX vs CVLCX Comparison
Open Charts CAIBX vs CVLCX
American Funds Capital Income Bldr A
Price$73.94
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.58B
Calamos Global Opportunities C
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.14M
CAIBX vs CVLCX Comparison Chart
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CAIBX vs. CVLCX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 112B vs. CVLCX (273M). CAIBX pays higher dividends than CVLCX: CAIBX (3.14) vs CVLCX (0.28). 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 : 12.02 vs. CVLCX (-0.31). CAIBX return over 5 years is better than : 50.75 vs. CVLCX (40.67).
| 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 | 7.908 | 3.103 | 255% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 273M | 41,026% |
| Annual Yield % from dividends | 3.14 | 0.28 | 1,130% |
| Returns for 1 year | 12.02 | -0.31 | -3,890% |
| Returns for 3 years | 21.67 | 25.64 | 85% |
| Returns for 5 years | 50.75 | 40.67 | 125% |
| Returns for 10 years | 40.65 | 28.61 | 142% |
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