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CIREX vs CVLOX
CIREX vs CVLOX Comparison
Open Charts CIREX vs CVLOX
American Funds Capital Income Bldr 529E
Price$76.81
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
Calamos Global Opportunities A
Price$13.41
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets294.14M
CIREX vs CVLOX Comparison Chart in %
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CIREX vs. CVLOX commentary
Jul 18, 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: 116B vs. CVLOX (294M). CIREX pays higher dividends than CVLOX: CIREX (2.75) vs CVLOX (0.54). 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 : 12.15 vs. CVLOX (4.81). CIREX return over 5 years is better than : 51.87 vs. CVLOX (41.72).
| 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 | 12.605 | 10.888 | 116% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 294M | 39,456% |
| Annual Yield % from dividends | 2.75 | 0.54 | 514% |
| Returns for 1 year | 12.15 | 4.81 | 253% |
| Returns for 3 years | 36.25 | 46.29 | 78% |
| Returns for 5 years | 51.87 | 41.72 | 124% |
| Returns for 10 years | 75.47 | 55.50 | 136% |
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