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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$78.33
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
Calamos Global Opportunities C
Price$11.10
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets298.62M
CIREX vs CVLCX Comparison Chart in %
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CIREX vs. CVLCX commentary
Aug 30, 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 StrongBuy and CVLCX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CVLCX (299M). CIREX pays higher dividends than CVLCX: CIREX (2.76) vs CVLCX (0.25). 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 : 10.69 vs. CVLCX (2.94). CIREX return over 5 years is better than : 51.93 vs. CVLCX (22.84).
| 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 | 14.834 | 11.812 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 299M | 39,465% |
| Annual Yield % from dividends | 2.76 | 0.25 | 1,103% |
| Returns for 1 year | 10.69 | 2.94 | 363% |
| Returns for 3 years | 37.06 | 40.17 | 92% |
| Returns for 5 years | 51.93 | 22.84 | 227% |
| Returns for 10 years | 93.35 | 50.91 | 183% |
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