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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$78.54
Change-$0.46 (-0.58%)
VolumeN/A
Net Assets118.8B
Calamos Global Opportunities C
Price$11.08
Change-$0.18 (-1.60%)
VolumeN/A
Net Assets312.1M
CIREX vs CVLCX Comparison Chart in %
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CIREX vs. CVLCX commentary
Nov 21, 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 Hold and CVLCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. CVLCX (312M). CIREX pays higher dividends than CVLCX: CIREX (2.67) vs CVLCX (0.23). CIREX was incepted earlier than CVLCX: CIREX (24 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 : 12.28 vs. CVLCX (2.18). CIREX return over 5 years is better than : 48.52 vs. CVLCX (19.39).
| CIREX | CVLCX | CIREX / CVLCX | |
| Total Expense Ratio | 0.85 | 1.97 | 43% |
| Annual Report Gross Expense Ratio | 0.85 | 2.20 | 39% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 15.737 | 12.713 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 312M | 38,141% |
| Annual Yield % from dividends | 2.67 | 0.23 | 1,138% |
| Returns for 1 year | 12.28 | 2.18 | 564% |
| Returns for 3 years | 36.36 | 42.19 | 86% |
| Returns for 5 years | 48.52 | 19.39 | 250% |
| Returns for 10 years | 87.03 | 43.63 | 199% |
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