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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$77.33
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Calamos Global Opportunities C
Price$11.10
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets297.37M
CIREX vs CVLCX Comparison Chart in %
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CIREX vs. CVLCX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CVLCX (297M). CIREX pays higher dividends than CVLCX: CIREX (2.76) vs CVLCX (0.25). 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 : 15.42 vs. CVLCX (9.44). CIREX return over 5 years is better than : 51.76 vs. CVLCX (27.80).
| 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 | 13.368 | 11.111 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 297M | 39,057% |
| Annual Yield % from dividends | 2.76 | 0.25 | 1,103% |
| Returns for 1 year | 15.42 | 9.44 | 163% |
| Returns for 3 years | 32.36 | 34.91 | 93% |
| Returns for 5 years | 51.76 | 27.80 | 186% |
| Returns for 10 years | 77.48 | 40.34 | 192% |
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