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CIRAX vs CVLOX
CIRAX vs CVLOX Comparison
Open Charts CIRAX vs CVLOX
American Funds Capital Income Bldr 529A
Price$72.47
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
CIRAX vs CVLOX Comparison Chart
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CIRAX 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 CIRAX is a Buy and CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 110B vs. CVLOX (264M). CIRAX pays higher dividends than CVLOX: CIRAX (3.12) vs CVLOX (0.56). CIRAX was incepted earlier than CVLOX: CIRAX (23 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CIRAX (0.62). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CIRAX (56.00). CVLOX initial investment is less costly to investors than CIRAX (4%) vs CIRAX (4%). CIRAX has a lower initial minimum investment than CVLOX: CIRAX (250) vs CVLOX (2500). CIRAX annual gain was more profitable for investors over the last year : 10.59 vs. CVLOX (1.73). CIRAX return over 5 years is better than : 53.98 vs. CVLOX (49.89).
| CIRAX | CVLOX | CIRAX / CVLOX | |
| Total Expense Ratio | 0.62 | 1.22 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.45 | 43% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.787 | 0.433 | 1,336% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 264M | 41,667% |
| Annual Yield % from dividends | 3.12 | 0.56 | 556% |
| Returns for 1 year | 10.59 | 1.73 | 614% |
| Returns for 3 years | 24.58 | 27.42 | 90% |
| Returns for 5 years | 53.98 | 49.89 | 108% |
| Returns for 10 years | 65.84 | 42.12 | 156% |
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