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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$79.56
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
Calamos Global Opportunities C
Price$11.78
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets319.64M
CIREX vs CVLCX Comparison Chart in %
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CIREX vs. CVLCX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. CVLCX (320M). CIREX pays higher dividends than CVLCX: CIREX (2.67) vs CVLCX (0.24). 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 : 12.08 vs. CVLCX (7.48). CIREX return over 5 years is better than : 55.54 vs. CVLCX (28.98).
| 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 | 17.240 | 17.918 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 320M | 37,500% |
| Annual Yield % from dividends | 2.67 | 0.24 | 1,119% |
| Returns for 1 year | 12.08 | 7.48 | 161% |
| Returns for 3 years | 50.29 | 58.72 | 86% |
| Returns for 5 years | 55.54 | 28.98 | 192% |
| Returns for 10 years | 88.80 | 54.38 | 163% |
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