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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Calamos Global Opportunities C
Price$10.06
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets285M
CIREX vs CVLCX Comparison Chart
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CIREX vs. CVLCX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. CVLCX (285M). CIREX pays higher dividends than CVLCX: CIREX (3.02) vs CVLCX (0.21). CIREX was incepted earlier than CVLCX: CIREX (23 years) vs CVLCX (28 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. CVLCX (81.00). CIREX has a lower initial minimum investment than CVLCX: CIREX (250) vs CVLCX (2500). CVLCX annual gain was more profitable for investors over the last year : 12.21 vs. CIREX (10.45). CIREX (27.61) and CVLCX (27.35) have equivalent 5 years return.
| CIREX | CVLCX | CIREX / CVLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 1.421 | 0.701 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 285M | 37,544% |
| Annual Yield % from dividends | 3.02 | 0.21 | 1,452% |
| Returns for 1 year | 10.45 | 12.21 | 86% |
| Returns for 3 years | 9.38 | 2.97 | 316% |
| Returns for 5 years | 27.61 | 27.35 | 101% |
| Returns for 10 years | 59.94 | 32.18 | 186% |