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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$75.96
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
Calamos Global Opportunities A
Price$13.25
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets289.91M
CAIFX vs CVLOX Comparison Chart in %
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CAIFX vs. CVLOX commentary
Jun 30, 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: 115B vs. CVLOX (290M). CAIFX pays higher dividends than CVLOX: CAIFX (3.25) vs CVLOX (0.53). 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 : 15.43 vs. CVLOX (3.64). CAIFX return over 5 years is better than : 53.33 vs. CVLOX (49.65).
| 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 | 11.788 | 9.565 | 123% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 290M | 39,655% |
| Annual Yield % from dividends | 3.25 | 0.53 | 611% |
| Returns for 1 year | 15.43 | 3.64 | 424% |
| Returns for 3 years | 32.39 | 42.55 | 76% |
| Returns for 5 years | 53.33 | 49.65 | 107% |
| Returns for 10 years | 52.59 | 57.72 | 91% |
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