Ad is loading...
CIREX vs CVLOX
CIREX vs CVLOX Comparison
Open Charts CIREX vs CVLOX
American Funds Capital Income Bldr 529E
Price$72.51
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
Calamos Global Opportunities A
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets264.48M
CIREX vs CVLOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. CVLOX commentary
May 09, 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 CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. CVLOX (264M). CIREX pays higher dividends than CVLOX: CIREX (2.89) vs CVLOX (0.56). CIREX was incepted earlier than CVLOX: CIREX (23 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CIREX (0.85). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CVLOX: CIREX (250) vs CVLOX (2500). CIREX annual gain was more profitable for investors over the last year : 10.34 vs. CVLOX (1.73). CIREX (52.26) and CVLOX (49.89) have equivalent 5 years return.
| CIREX | CVLOX | CIREX / CVLOX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.714 | 0.433 | 1,319% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 264M | 41,667% |
| Annual Yield % from dividends | 2.89 | 0.56 | 515% |
| Returns for 1 year | 10.34 | 1.73 | 599% |
| Returns for 3 years | 23.74 | 27.42 | 87% |
| Returns for 5 years | 52.26 | 49.89 | 105% |
| Returns for 10 years | 62.17 | 42.12 | 148% |
View a ticker or compare two or three
VS
VS
Ad is loading...