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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$71.11
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Calamos Global Opportunities C
Price$9.34
Change-$0.29 (-3.01%)
VolumeN/A
Net Assets262.01M
CIREX vs CVLCX Comparison Chart
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CIREX vs. CVLCX commentary
Apr 04, 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: 110B vs. CVLCX (262M). CIREX pays higher dividends than CVLCX: CIREX (2.90) vs CVLCX (0.29). 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). 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 : 8.10 vs. CVLCX (-4.68). CIREX (59.42) and CVLCX (56.63) have equivalent 5 years return.
| 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 | 3.672 | -3.604 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 262M | 41,985% |
| Annual Yield % from dividends | 2.90 | 0.29 | 1,016% |
| Returns for 1 year | 8.10 | -4.68 | -173% |
| Returns for 3 years | 13.21 | 1.89 | 699% |
| Returns for 5 years | 59.42 | 56.63 | 105% |
| Returns for 10 years | 61.36 | 20.24 | 303% |