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CAIFX vs CVLCX
CAIFX vs CVLCX Comparison
Open Charts CAIFX vs CVLCX
American Funds Capital Income Bldr F2
Price$73.87
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.58B
Calamos Global Opportunities C
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.14M
CAIFX vs CVLCX Comparison Chart
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CAIFX vs. CVLCX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 112B vs. CVLCX (273M). CAIFX pays higher dividends than CVLCX: CAIFX (3.35) vs CVLCX (0.28). 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 : 12.26 vs. CVLCX (-0.31). CAIFX return over 5 years is better than : 51.97 vs. CVLCX (40.67).
| 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 | 7.987 | 3.103 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 273M | 41,026% |
| Annual Yield % from dividends | 3.35 | 0.28 | 1,205% |
| Returns for 1 year | 12.26 | -0.31 | -3,966% |
| Returns for 3 years | 22.31 | 25.64 | 87% |
| Returns for 5 years | 51.97 | 40.67 | 128% |
| Returns for 10 years | 41.95 | 28.61 | 147% |
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