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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$79.18
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
CAIFX vs CGCIX Comparison Chart in %
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CAIFX 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 CAIFX is a Buy and CGCIX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 120B vs. CGCIX (320M). CAIFX pays higher dividends than CGCIX: CAIFX (3.11) vs CGCIX (0.65). CAIFX was incepted earlier than CGCIX: CAIFX (17 years) vs CGCIX (28 years). CGCIX (1.20) is less costly to investors than CAIFX (0.38). CGCIX is a more actively managed with annual turnover of: 87.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than CGCIX: CAIFX (250) vs CGCIX (1000000). CAIFX annual gain was more profitable for investors over the last year : 11.00 vs. CGCIX (8.16). CAIFX return over 5 years is better than : 53.88 vs. CGCIX (39.50).
| CAIFX | CGCIX | CAIFX / CGCIX | |
| Total Expense Ratio | 0.38 | 0.97 | 39% |
| Annual Report Gross Expense Ratio | 0.38 | 1.20 | 32% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 17.268 | 17.999 | 96% |
| Front Load | N/A | 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 | 3.11 | 0.65 | 479% |
| Returns for 1 year | 11.00 | 8.16 | 135% |
| Returns for 3 years | 48.54 | 63.29 | 77% |
| Returns for 5 years | 53.88 | 39.50 | 136% |
| Returns for 10 years | 62.27 | 80.23 | 78% |
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