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CVLOX vs RIRFX
CVLOX vs RIRFX Comparison
Open Charts CVLOX vs RIRFX
Calamos Global Opportunities A
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets252.18M
American Funds Capital Income Bldr R5
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
CVLOX vs RIRFX Comparison Chart
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CVLOX vs. RIRFX commentary
Apr 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 CVLOX is a Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. CVLOX (252M). RIRFX pays higher dividends than CVLOX: RIRFX (3.42) vs CVLOX (0.58). 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). 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 : 10.82 vs. CVLOX (-2.53). RIRFX return over 5 years is better than : 50.36 vs. CVLOX (43.99).
| 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 | -6.092 | 2.314 | -263% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 106B | 0% |
| Annual Yield % from dividends | 0.58 | 3.42 | 17% |
| Returns for 1 year | -2.53 | 10.82 | -23% |
| Returns for 3 years | 6.77 | 14.84 | 46% |
| Returns for 5 years | 43.99 | 50.36 | 87% |
| Returns for 10 years | 32.88 | 46.36 | 71% |