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CAIFX vs CVLCX
CAIFX vs CVLCX Comparison
Open Charts CAIFX vs CVLCX
American Funds Capital Income Bldr F2
Price$78.26
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
Calamos Global Opportunities C
Price$11.10
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets298.62M
CAIFX vs CVLCX Comparison Chart in %
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CAIFX vs. CVLCX commentary
Aug 30, 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 StrongBuy and CVLCX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. CVLCX (299M). CAIFX pays higher dividends than CVLCX: CAIFX (3.20) vs CVLCX (0.25). CAIFX was incepted earlier than CVLCX: CAIFX (17 years) vs CVLCX (29 years). CVLCX (2.20) is less costly to investors than CAIFX (0.38). CVLCX is a more actively managed with annual turnover of: 87.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than CVLCX: CAIFX (250) vs CVLCX (2500). CAIFX annual gain was more profitable for investors over the last year : 11.19 vs. CVLCX (2.94). CAIFX return over 5 years is better than : 49.25 vs. CVLCX (22.84).
| CAIFX | CVLCX | CAIFX / CVLCX | |
| Total Expense Ratio | 0.38 | 1.97 | 19% |
| Annual Report Gross Expense Ratio | 0.38 | 2.20 | 17% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 15.173 | 11.812 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 299M | 39,465% |
| Annual Yield % from dividends | 3.20 | 0.25 | 1,281% |
| Returns for 1 year | 11.19 | 2.94 | 380% |
| Returns for 3 years | 36.73 | 40.17 | 91% |
| Returns for 5 years | 49.25 | 22.84 | 216% |
| Returns for 10 years | 66.35 | 50.91 | 130% |
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