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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$67.74
Change-$3.26 (-4.59%)
VolumeN/A
Net Assets102.98B
Calamos Global Opportunities I
Price$11.35
Change-$0.52 (-4.38%)
VolumeN/A
Net Assets243.02M
CAIFX vs CGCIX Comparison Chart
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CAIFX vs. CGCIX commentary
Apr 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 Hold and CGCIX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 103B vs. CGCIX (243M). CAIFX pays higher dividends than CGCIX: CAIFX (3.37) vs CGCIX (0.80). 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). 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 : 4.29 vs. CGCIX (-8.35). CGCIX return over 5 years is better than : 58.91 vs. CAIFX (48.42).
| 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 | -0.974 | -10.345 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 243M | 42,387% |
| Annual Yield % from dividends | 3.37 | 0.80 | 423% |
| Returns for 1 year | 4.29 | -8.35 | -51% |
| Returns for 3 years | 7.82 | 0.69 | 1,141% |
| Returns for 5 years | 48.42 | 58.91 | 82% |
| Returns for 10 years | 31.33 | 32.22 | 97% |
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