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CGCIX vs CIREX
CGCIX vs CIREX Comparison
Open Charts CGCIX vs CIREX
Calamos Global Opportunities I
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.47M
American Funds Capital Income Bldr 529E
Price$73.78
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
CGCIX vs CIREX Comparison Chart
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CGCIX vs. CIREX commentary
May 23, 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 CGCIX is a Buy and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 111B vs. CGCIX (273M). CIREX pays higher dividends than CGCIX: CIREX (2.89) vs CGCIX (0.78). CGCIX was incepted earlier than CIREX: CGCIX (28 years) vs CIREX (23 years). CGCIX (1.20) is less costly to investors than CIREX (0.85). CGCIX is a more actively managed with annual turnover of: 87.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CGCIX: CIREX (250) vs CGCIX (1000000). CIREX annual gain was more profitable for investors over the last year : 10.50 vs. CGCIX (2.89). CIREX (55.40) and CGCIX (53.77) have equivalent 5 years return.
| CGCIX | CIREX | CGCIX / CIREX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 0.85 | 141% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.557 | 7.565 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 111B | 0% |
| Annual Yield % from dividends | 0.78 | 2.89 | 27% |
| Returns for 1 year | 2.89 | 10.50 | 28% |
| Returns for 3 years | 30.66 | 23.57 | 130% |
| Returns for 5 years | 53.77 | 55.40 | 97% |
| Returns for 10 years | 50.87 | 64.32 | 79% |
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