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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$69.87
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Calamos Global Opportunities A
Price$12.21
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets285M
CAIFX vs CVLOX Comparison Chart
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CAIFX vs. CVLOX commentary
Jan 19, 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 Hold and CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 107B vs. CVLOX (285M). CAIFX pays higher dividends than CVLOX: CAIFX (3.49) vs CVLOX (0.57). CAIFX was incepted earlier than CVLOX: CAIFX (16 years) vs CVLOX (28 years). CAIFX is a more actively managed with annual turnover of: 106.00 vs. CVLOX (81.00). CAIFX has a lower initial minimum investment than CVLOX: CAIFX (250) vs CVLOX (2500). CVLOX annual gain was more profitable for investors over the last year : 14.76 vs. CAIFX (10.97). CVLOX return over 5 years is better than : 36.59 vs. CAIFX (23.61).
| CAIFX | CVLOX | CAIFX / CVLOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 1.437 | 0.826 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 285M | 37,544% |
| Annual Yield % from dividends | 3.49 | 0.57 | 608% |
| Returns for 1 year | 10.97 | 14.76 | 74% |
| Returns for 3 years | 7.98 | 6.90 | 116% |
| Returns for 5 years | 23.61 | 36.59 | 65% |
| Returns for 10 years | 35.40 | 50.88 | 70% |