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CAIFX vs CVLCX
CAIFX vs CVLCX Comparison
Open Charts CAIFX vs CVLCX
American Funds Capital Income Bldr F2
Price$77.24
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Calamos Global Opportunities C
Price$11.10
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets297.37M
CAIFX vs CVLCX Comparison Chart in %
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CAIFX vs. CVLCX commentary
Aug 08, 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: 116B vs. CVLCX (297M). 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 : 15.95 vs. CVLCX (9.44). CAIFX return over 5 years is better than : 49.07 vs. CVLCX (27.80).
| 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 | 13.672 | 11.111 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 297M | 39,057% |
| Annual Yield % from dividends | 3.20 | 0.25 | 1,281% |
| Returns for 1 year | 15.95 | 9.44 | 169% |
| Returns for 3 years | 32.06 | 34.91 | 92% |
| Returns for 5 years | 49.07 | 27.80 | 176% |
| Returns for 10 years | 52.72 | 40.34 | 131% |
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