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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$71.44
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets108.29B
Calamos Global Opportunities I
Price$12.40
Change+$0.10 (+0.81%)
VolumeN/A
Net Assets263.75M
CAIFX vs CGCIX Comparison Chart
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CAIFX vs. CGCIX commentary
Apr 28, 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 Buy and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 108B vs. CGCIX (264M). CAIFX pays higher dividends than CGCIX: CAIFX (3.37) vs CGCIX (0.80). CAIFX was incepted earlier than CGCIX: CAIFX (17 years) vs CGCIX (28 years). CGCIX (1.20) is less costly to investors than CAIFX (0.38). CAIFX has a lower initial minimum investment than CGCIX: CAIFX (250) vs CGCIX (1000000). CAIFX annual gain was more profitable for investors over the last year : 11.21 vs. CGCIX (2.17). CGCIX return over 5 years is better than : 54.44 vs. CAIFX (48.17).
| CAIFX | CGCIX | CAIFX / CGCIX | |
| Total Expense Ratio | 0.38 | 0.97 | 39% |
| Annual Report Gross Expense Ratio | 0.38 | 1.20 | 32% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 4.435 | -2.051 | -216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 264M | 40,909% |
| Annual Yield % from dividends | 3.37 | 0.80 | 423% |
| Returns for 1 year | 11.21 | 2.17 | 516% |
| Returns for 3 years | 17.87 | 19.26 | 93% |
| Returns for 5 years | 48.17 | 54.44 | 88% |
| Returns for 10 years | 35.45 | 41.46 | 86% |