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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$72.43
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
Calamos Global Opportunities A
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets264.48M
CAIFX vs CVLOX Comparison Chart
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CAIFX vs. CVLOX commentary
May 09, 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: 110B vs. CVLOX (264M). CAIFX pays higher dividends than CVLOX: CAIFX (3.35) vs CVLOX (0.56). 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). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CAIFX (56.00). 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 : 10.85 vs. CVLOX (1.73). CVLOX (49.89) and CAIFX (48.58) 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 | 5.882 | 0.433 | 1,358% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 264M | 41,667% |
| Annual Yield % from dividends | 3.35 | 0.56 | 598% |
| Returns for 1 year | 10.85 | 1.73 | 629% |
| Returns for 3 years | 22.80 | 27.42 | 83% |
| Returns for 5 years | 48.58 | 49.89 | 97% |
| Returns for 10 years | 38.43 | 42.12 | 91% |
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