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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$73.05
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Calamos Global Opportunities I
Price$13.64
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
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CAIFX vs CGCIX Comparison Chart
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CAIFX vs. CGCIX commentary
Sep 21, 2024
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: 110B vs. CGCIX (273M). 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 : 34.25 vs. CAIFX (21.51). CGCIX return over 5 years is better than : 59.05 vs. CAIFX (33.69).
| 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 | 12.777 | 24.343 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 273M | 40,293% |
| Annual Yield % from dividends | 3.49 | 0.76 | 459% |
| Returns for 1 year | 21.51 | 34.25 | 63% |
| Returns for 3 years | 18.08 | 9.65 | 187% |
| Returns for 5 years | 33.69 | 59.05 | 57% |
| Returns for 10 years | 41.91 | 36.60 | 114% |