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CVLOX vs RIRFX
CVLOX vs RIRFX Comparison
Open Charts CVLOX vs RIRFX
Calamos Global Opportunities A
Price$12.94
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets279.44M
American Funds Capital Income Bldr R5
Price$75.72
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets114.08B
CVLOX vs RIRFX Comparison Chart
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CVLOX vs. RIRFX commentary
Jun 14, 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: 114B vs. CVLOX (279M). RIRFX pays higher dividends than CVLOX: RIRFX (3.30) vs CVLOX (0.53). 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 : 15.26 vs. CVLOX (1.65). RIRFX return over 5 years is better than : 58.68 vs. CVLOX (47.05).
| 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 | 6.875 | 11.323 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 114B | 0% |
| Annual Yield % from dividends | 0.53 | 3.30 | 16% |
| Returns for 1 year | 1.65 | 15.26 | 11% |
| Returns for 3 years | 39.94 | 35.51 | 112% |
| Returns for 5 years | 47.05 | 58.68 | 80% |
| Returns for 10 years | 52.97 | 63.03 | 84% |
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