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CAIBX vs CGCIX
CAIBX vs CGCIX Comparison
Open Charts CAIBX vs CGCIX
American Funds Capital Income Bldr A
Price$79.27
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Calamos Global Opportunities I
Price$14.90
Change-$0.14 (-0.93%)
VolumeN/A
Net Assets320.25M
CAIBX vs CGCIX Comparison Chart in %
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CAIBX vs. CGCIX commentary
Oct 21, 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 CAIBX is a Buy and CGCIX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 120B vs. CGCIX (320M). CAIBX pays higher dividends than CGCIX: CAIBX (2.92) vs CGCIX (0.65). CAIBX was incepted earlier than CGCIX: CAIBX (38 years) vs CGCIX (28 years). CGCIX (1.20) is less costly to investors than CAIBX (0.59). CGCIX is a more actively managed with annual turnover of: 87.00 vs. CAIBX (56.00). CAIBX has a lower initial minimum investment than CGCIX: CAIBX (250) vs CGCIX (1000000). CAIBX annual gain was more profitable for investors over the last year : 10.77 vs. CGCIX (8.16). CAIBX return over 5 years is better than : 52.55 vs. CGCIX (39.50).
| CAIBX | CGCIX | CAIBX / CGCIX | |
| Total Expense Ratio | 0.59 | 0.97 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 1.20 | 49% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 17.090 | 17.999 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 320M | 37,500% |
| Annual Yield % from dividends | 2.92 | 0.65 | 449% |
| Returns for 1 year | 10.77 | 8.16 | 132% |
| Returns for 3 years | 47.65 | 63.29 | 75% |
| Returns for 5 years | 52.55 | 39.50 | 133% |
| Returns for 10 years | 60.64 | 80.23 | 76% |
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