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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$69.87
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Calamos Global Opportunities I
Price$12.78
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets285M
CAIFX vs CGCIX Comparison Chart
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CAIFX vs. CGCIX commentary
Jan 19, 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 CAIFX is a Hold and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 107B vs. CGCIX (285M). CAIFX pays higher dividends than CGCIX: CAIFX (3.49) vs CGCIX (0.76). CAIFX was incepted earlier than CGCIX: CAIFX (16 years) vs CGCIX (27 years). CAIFX is a more actively managed with annual turnover of: 106.00 vs. CGCIX (81.00). CAIFX has a lower initial minimum investment than CGCIX: CAIFX (250) vs CGCIX (1000000). CGCIX annual gain was more profitable for investors over the last year : 15.41 vs. CAIFX (10.97). CGCIX return over 5 years is better than : 39.45 vs. CAIFX (23.61).
| CAIFX | CGCIX | CAIFX / CGCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 1.437 | 0.868 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 285M | 37,544% |
| Annual Yield % from dividends | 3.49 | 0.76 | 459% |
| Returns for 1 year | 10.97 | 15.41 | 71% |
| Returns for 3 years | 7.98 | 8.09 | 99% |
| Returns for 5 years | 23.61 | 39.45 | 60% |
| Returns for 10 years | 35.40 | 56.78 | 62% |
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