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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$77.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Calamos Global Opportunities I
Price$14.26
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets301.08M
CAIFX vs CGCIX Comparison Chart in %
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CAIFX vs. CGCIX commentary
Aug 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 CAIFX is a Buy and CGCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. CGCIX (301M). CAIFX pays higher dividends than CGCIX: CAIFX (3.20) vs CGCIX (0.72). 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 : 12.80 vs. CGCIX (7.27). CAIFX return over 5 years is better than : 49.54 vs. CGCIX (40.26).
| 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 | 14.702 | 12.832 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 301M | 39,203% |
| Annual Yield % from dividends | 3.20 | 0.72 | 444% |
| Returns for 1 year | 12.80 | 7.27 | 176% |
| Returns for 3 years | 30.46 | 39.50 | 77% |
| Returns for 5 years | 49.54 | 40.26 | 123% |
| Returns for 10 years | 55.25 | 69.22 | 80% |
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