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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$69.97
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
Calamos Global Opportunities A
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets252.18M
CAIFX vs CVLOX Comparison Chart
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CAIFX vs. CVLOX commentary
Apr 18, 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 CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 106B vs. CVLOX (252M). CAIFX pays higher dividends than CVLOX: CAIFX (3.37) vs CVLOX (0.58). CAIFX was incepted earlier than CVLOX: CAIFX (17 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CAIFX (0.38). CAIFX has a lower initial minimum investment than CVLOX: CAIFX (250) vs CVLOX (2500). CAIFX annual gain was more profitable for investors over the last year : 10.74 vs. CVLOX (-2.53). CVLOX (43.99) and CAIFX (42.81) have equivalent 5 years return.
| CAIFX | CVLOX | CAIFX / CVLOX | |
| Total Expense Ratio | 0.38 | 1.22 | 31% |
| Annual Report Gross Expense Ratio | 0.38 | 1.45 | 26% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 2.286 | -6.092 | -38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 252M | 42,063% |
| Annual Yield % from dividends | 3.37 | 0.58 | 585% |
| Returns for 1 year | 10.74 | -2.53 | -424% |
| Returns for 3 years | 12.12 | 6.77 | 179% |
| Returns for 5 years | 42.81 | 43.99 | 97% |
| Returns for 10 years | 33.90 | 32.88 | 103% |