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CAIFX vs CVLCX
CAIFX vs CVLCX Comparison
Open Charts CAIFX vs CVLCX
American Funds Capital Income Bldr F2
Price$71.00
Change-$1.19 (-1.65%)
VolumeN/A
Net Assets109.78B
Calamos Global Opportunities C
Price$9.34
Change-$0.29 (-3.01%)
VolumeN/A
Net Assets262.01M
CAIFX vs CVLCX Comparison Chart
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CAIFX vs. CVLCX commentary
Apr 04, 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 CVLCX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 110B vs. CVLCX (262M). CAIFX pays higher dividends than CVLCX: CAIFX (3.37) vs CVLCX (0.29). 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). 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 : 8.60 vs. CVLCX (-4.68). CVLCX (56.63) and CAIFX (55.56) have equivalent 5 years return.
| 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 | 3.792 | -3.604 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 262M | 41,985% |
| Annual Yield % from dividends | 3.37 | 0.29 | 1,180% |
| Returns for 1 year | 8.60 | -4.68 | -184% |
| Returns for 3 years | 12.33 | 1.89 | 653% |
| Returns for 5 years | 55.56 | 56.63 | 98% |
| Returns for 10 years | 37.72 | 20.24 | 186% |