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CVLCX vs RIREX
CVLCX vs RIREX Comparison
Open Charts CVLCX vs RIREX
Calamos Global Opportunities C
Price$10.00
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets264.48M
American Funds Capital Income Bldr R4
Price$72.48
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
CVLCX vs RIREX Comparison Chart
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CVLCX vs. RIREX 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 CVLCX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. CVLCX (264M). RIREX pays higher dividends than CVLCX: RIREX (3.12) vs CVLCX (0.28). CVLCX was incepted earlier than RIREX: CVLCX (29 years) vs RIREX (23 years). CVLCX (2.20) is less costly to investors than RIREX (0.62). CVLCX is a more actively managed with annual turnover of: 87.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than CVLCX: RIREX (250) vs CVLCX (2500). RIREX annual gain was more profitable for investors over the last year : 10.59 vs. CVLCX (-0.52). RIREX return over 5 years is better than : 47.26 vs. CVLCX (39.60).
| CVLCX | RIREX | CVLCX / RIREX | |
| Total Expense Ratio | 1.97 | 0.62 | 318% |
| Annual Report Gross Expense Ratio | 2.20 | 0.62 | 355% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 0.100 | 5.800 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 110B | 0% |
| Annual Yield % from dividends | 0.28 | 3.12 | 9% |
| Returns for 1 year | -0.52 | 10.59 | -5% |
| Returns for 3 years | 22.73 | 22.07 | 103% |
| Returns for 5 years | 39.60 | 47.26 | 84% |
| Returns for 10 years | 24.40 | 37.00 | 66% |
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