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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$77.61
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
Calamos Global Opportunities I
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets298.82M
CAIFX vs CGCIX Comparison Chart in %
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CAIFX vs. CGCIX commentary
Jul 26, 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: 117B vs. CGCIX (299M). CAIFX pays higher dividends than CGCIX: CAIFX (3.20) vs CGCIX (0.73). 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 : 15.22 vs. CGCIX (10.12). CAIFX return over 5 years is better than : 51.39 vs. CGCIX (44.84).
| 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 | 14.216 | 12.278 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 299M | 39,130% |
| Annual Yield % from dividends | 3.20 | 0.73 | 439% |
| Returns for 1 year | 15.22 | 10.12 | 150% |
| Returns for 3 years | 34.99 | 46.55 | 75% |
| Returns for 5 years | 51.39 | 44.84 | 115% |
| Returns for 10 years | 54.80 | 67.07 | 82% |
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