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CVLOX vs RIRFX
CVLOX vs RIRFX Comparison
Open Charts CVLOX vs RIRFX
Calamos Global Opportunities A
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets264.48M
American Funds Capital Income Bldr R5
Price$72.53
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
CVLOX vs RIRFX Comparison Chart
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CVLOX vs. RIRFX 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 CVLOX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. CVLOX (264M). RIRFX pays higher dividends than CVLOX: RIRFX (3.41) vs CVLOX (0.56). CVLOX was incepted earlier than RIRFX: CVLOX (29 years) vs RIRFX (23 years). CVLOX (1.45) is less costly to investors than RIRFX (0.31). CVLOX is a more actively managed with annual turnover of: 87.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than CVLOX: RIRFX (250) vs CVLOX (2500). RIRFX annual gain was more profitable for investors over the last year : 11.37 vs. CVLOX (1.73). RIRFX return over 5 years is better than : 56.89 vs. CVLOX (49.89).
| CVLOX | RIRFX | CVLOX / RIRFX | |
| Total Expense Ratio | 1.22 | 0.31 | 394% |
| Annual Report Gross Expense Ratio | 1.45 | 0.31 | 468% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 0.433 | 6.228 | 7% |
| Front Load | 5% | 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 | 0.56 | 3.41 | 16% |
| Returns for 1 year | 1.73 | 11.37 | 15% |
| Returns for 3 years | 27.42 | 23.89 | 115% |
| Returns for 5 years | 49.89 | 56.89 | 88% |
| Returns for 10 years | 42.12 | 51.04 | 83% |
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