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CAIFX vs CVLCX
CAIFX vs CVLCX Comparison
Open Charts CAIFX vs CVLCX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Calamos Global Opportunities C
Price$10.55
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets277.57M
CAIFX vs CVLCX Comparison Chart
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CAIFX vs. CVLCX commentary
Jun 15, 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: 114B vs. CVLCX (278M). CAIFX pays higher dividends than CVLCX: CAIFX (3.25) vs CVLCX (0.26). 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 : 14.15 vs. CVLCX (-1.50). CAIFX return over 5 years is better than : 49.65 vs. CVLCX (35.95).
| 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 | 10.493 | 5.606 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 278M | 41,007% |
| Annual Yield % from dividends | 3.25 | 0.26 | 1,229% |
| Returns for 1 year | 14.15 | -1.50 | -942% |
| Returns for 3 years | 33.14 | 34.23 | 97% |
| Returns for 5 years | 49.65 | 35.95 | 138% |
| Returns for 10 years | 47.47 | 32.55 | 146% |
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