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CVLCX vs FWCBX
CVLCX vs FWCBX Comparison
Open Charts CVLCX vs FWCBX
Calamos Global Opportunities C
Price$10.03
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets265.8M
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
CVLCX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. CVLCX (266M). FWCBX pays higher dividends than CVLCX: FWCBX (3.41) vs CVLCX (0.28). CVLCX was incepted earlier than FWCBX: CVLCX (29 years) vs FWCBX (5 years). CVLCX (2.20) is less costly to investors than FWCBX (0.32). CVLCX is a more actively managed with annual turnover of: 87.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than CVLCX: FWCBX (250) vs CVLCX (2500). FWCBX annual gain was more profitable for investors over the last year : 10.52 vs. CVLCX (-0.52).
| CVLCX | FWCBX | CVLCX / FWCBX | |
| Total Expense Ratio | 1.97 | 0.32 | 616% |
| Annual Report Gross Expense Ratio | 2.20 | 0.32 | 688% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 0.400 | 6.070 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 110B | 0% |
| Annual Yield % from dividends | 0.28 | 3.41 | 8% |
| Returns for 1 year | -0.52 | 10.52 | -5% |
| Returns for 3 years | 22.50 | 26.00 | 87% |
| Returns for 5 years | 40.02 | N/A | - |
| Returns for 10 years | 25.24 | N/A | - |
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