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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$73.94
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets111.58B
Calamos Global Opportunities C
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.14M
CIREX vs CVLCX Comparison Chart
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CIREX vs. CVLCX commentary
May 25, 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 CIREX is a Buy and CVLCX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 112B vs. CVLCX (273M). CIREX pays higher dividends than CVLCX: CIREX (2.89) vs CVLCX (0.28). CIREX was incepted earlier than CVLCX: CIREX (23 years) vs CVLCX (29 years). CVLCX (2.20) is less costly to investors than CIREX (0.85). CVLCX is a more actively managed with annual turnover of: 87.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CVLCX: CIREX (250) vs CVLCX (2500). CIREX annual gain was more profitable for investors over the last year : 11.73 vs. CVLCX (-0.31). CIREX return over 5 years is better than : 55.74 vs. CVLCX (40.67).
| CIREX | CVLCX | CIREX / CVLCX | |
| Total Expense Ratio | 0.85 | 1.97 | 43% |
| Annual Report Gross Expense Ratio | 0.85 | 2.20 | 39% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 7.798 | 3.103 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 273M | 41,026% |
| Annual Yield % from dividends | 2.89 | 0.28 | 1,038% |
| Returns for 1 year | 11.73 | -0.31 | -3,794% |
| Returns for 3 years | 23.25 | 25.64 | 91% |
| Returns for 5 years | 55.74 | 40.67 | 137% |
| Returns for 10 years | 66.32 | 28.61 | 232% |
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