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CVLOX vs RIRFX
CVLOX vs RIRFX Comparison
Open Charts CVLOX vs RIRFX
Calamos Global Opportunities A
Price$13.30
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets289.91M
American Funds Capital Income Bldr R5
Price$76.39
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets115.03B
CVLOX vs RIRFX Comparison Chart in %
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CVLOX vs. RIRFX commentary
Jul 01, 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: 115B vs. CVLOX (290M). 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 : 15.43 vs. CVLOX (4.43). RIRFX return over 5 years is better than : 57.54 vs. CVLOX (46.80).
| 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 | 9.978 | 11.823 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 115B | 0% |
| Annual Yield % from dividends | 0.53 | 3.30 | 16% |
| Returns for 1 year | 4.43 | 15.43 | 29% |
| Returns for 3 years | 44.16 | 34.87 | 127% |
| Returns for 5 years | 46.80 | 57.54 | 81% |
| Returns for 10 years | 57.59 | 65.97 | 87% |
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