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CGCIX vs RIRBX
CGCIX vs RIRBX Comparison
Open Charts CGCIX vs RIRBX
Calamos Global Opportunities I
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.47M
American Funds Capital Income Bldr R2
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
CGCIX vs RIRBX Comparison Chart
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CGCIX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 111B vs. CGCIX (273M). RIRBX pays higher dividends than CGCIX: RIRBX (2.40) vs CGCIX (0.78). CGCIX was incepted earlier than RIRBX: CGCIX (28 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than CGCIX (1.20). CGCIX is a more actively managed with annual turnover of: 87.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than CGCIX: RIRBX (250) vs CGCIX (1000000). RIRBX annual gain was more profitable for investors over the last year : 9.92 vs. CGCIX (2.89). CGCIX return over 5 years is better than : 53.77 vs. RIRBX (46.22).
| CGCIX | RIRBX | CGCIX / RIRBX | |
| Total Expense Ratio | 0.97 | 1.36 | 71% |
| Annual Report Gross Expense Ratio | 1.20 | 1.36 | 88% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.557 | 7.345 | 48% |
| 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 | 2.40 | 32% |
| Returns for 1 year | 2.89 | 9.92 | 29% |
| Returns for 3 years | 30.66 | 19.74 | 155% |
| Returns for 5 years | 53.77 | 46.22 | 116% |
| Returns for 10 years | 50.87 | 34.40 | 148% |
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