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CGCIX vs RIRBX
CGCIX vs RIRBX Comparison
Open Charts CGCIX vs RIRBX
Calamos Global Opportunities I
Price$13.43
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets279.9M
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
CGCIX vs RIRBX Comparison Chart
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CGCIX vs. RIRBX commentary
Jun 14, 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: 115B vs. CGCIX (280M). RIRBX pays higher dividends than CGCIX: RIRBX (2.33) vs CGCIX (0.74). 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 : 13.05 vs. CGCIX (1.23). CGCIX return over 5 years is better than : 48.68 vs. RIRBX (44.33).
| 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 | 6.085 | 10.019 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 115B | 0% |
| Annual Yield % from dividends | 0.74 | 2.33 | 32% |
| Returns for 1 year | 1.23 | 13.05 | 9% |
| Returns for 3 years | 40.75 | 29.77 | 137% |
| Returns for 5 years | 48.68 | 44.33 | 110% |
| Returns for 10 years | 57.15 | 41.34 | 138% |
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