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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Calamos Global Opportunities C
Price$10.55
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets277.57M
CIREX vs CVLCX Comparison Chart
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CIREX vs. CVLCX commentary
Jun 15, 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: 114B vs. CVLCX (278M). CIREX pays higher dividends than CVLCX: CIREX (2.80) vs CVLCX (0.26). 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). 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 : 13.62 vs. CVLCX (-1.50). CIREX return over 5 years is better than : 53.37 vs. CVLCX (35.95).
| 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 | 10.260 | 5.606 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 278M | 41,007% |
| Annual Yield % from dividends | 2.80 | 0.26 | 1,060% |
| Returns for 1 year | 13.62 | -1.50 | -907% |
| Returns for 3 years | 33.44 | 34.23 | 98% |
| Returns for 5 years | 53.37 | 35.95 | 148% |
| Returns for 10 years | 72.79 | 32.55 | 224% |
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