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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$73.71
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
Calamos Global Opportunities I
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.47M
CAIFX vs CGCIX Comparison Chart
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CAIFX vs. CGCIX commentary
May 23, 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: 111B vs. CGCIX (273M). CAIFX pays higher dividends than CGCIX: CAIFX (3.35) vs CGCIX (0.78). 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 : 11.01 vs. CGCIX (2.89). CGCIX (53.77) and CAIFX (51.64) 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 | 7.754 | 3.557 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 273M | 40,659% |
| Annual Yield % from dividends | 3.35 | 0.78 | 432% |
| Returns for 1 year | 11.01 | 2.89 | 380% |
| Returns for 3 years | 22.60 | 30.66 | 74% |
| Returns for 5 years | 51.64 | 53.77 | 96% |
| Returns for 10 years | 40.23 | 50.87 | 79% |
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