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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$71.47
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
Calamos Global Opportunities C
Price$9.68
Change+$0.16 (+1.68%)
VolumeN/A
Net Assets257.82M
CIREX vs CVLCX Comparison Chart
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CIREX vs. CVLCX commentary
Apr 25, 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: 107B vs. CVLCX (258M). 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 : 10.44 vs. CVLCX (-1.56). CIREX return over 5 years is better than : 51.71 vs. CVLCX (40.20).
| 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 | 4.197 | -3.103 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 258M | 41,473% |
| Annual Yield % from dividends | 2.90 | 0.29 | 1,016% |
| Returns for 1 year | 10.44 | -1.56 | -670% |
| Returns for 3 years | 17.02 | 10.19 | 167% |
| Returns for 5 years | 51.71 | 40.20 | 129% |
| Returns for 10 years | 58.86 | 18.37 | 320% |
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