Interact to see
Advertisement
Advertisement
CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
Calamos Global Opportunities I
Price$13.43
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets279.9M
CAIFX vs CGCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. CGCIX commentary
Jun 14, 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: 115B vs. CGCIX (280M). CAIFX pays higher dividends than CGCIX: CAIFX (3.25) vs CGCIX (0.74). 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 : 14.15 vs. CGCIX (1.23). CAIFX (49.65) and CGCIX (48.68) have equivalent 5 years return.
| 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 | 10.493 | 6.085 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 280M | 41,071% |
| Annual Yield % from dividends | 3.25 | 0.74 | 442% |
| Returns for 1 year | 14.15 | 1.23 | 1,154% |
| Returns for 3 years | 33.14 | 40.75 | 81% |
| Returns for 5 years | 49.65 | 48.68 | 102% |
| Returns for 10 years | 47.47 | 57.15 | 83% |