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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$78.08
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets117.62B
Calamos Global Opportunities I
Price$14.15
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets298.55M
CAIFX vs CGCIX Comparison Chart in %
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CAIFX vs. CGCIX commentary
Sep 07, 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 StrongBuy and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. CGCIX (299M). CAIFX pays higher dividends than CGCIX: CAIFX (3.12) vs CGCIX (0.72). 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). CGCIX is a more actively managed with annual turnover of: 87.00 vs. CAIFX (56.00). 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 : 11.55 vs. CGCIX (7.25). CAIFX return over 5 years is better than : 50.08 vs. CGCIX (36.08).
| 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 | 14.908 | 11.883 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 299M | 39,465% |
| Annual Yield % from dividends | 3.12 | 0.72 | 435% |
| Returns for 1 year | 11.55 | 7.25 | 159% |
| Returns for 3 years | 38.42 | 48.75 | 79% |
| Returns for 5 years | 50.08 | 36.08 | 139% |
| Returns for 10 years | 62.88 | 75.13 | 84% |
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