Interact to see
Advertisement
Advertisement
CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$78.63
Change+$0.55 (+0.70%)
VolumeN/A
Net Assets118.23B
Calamos Global Opportunities I
Price$14.25
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets300.81M
CAIFX vs CGCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. CGCIX commentary
Sep 09, 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 (3.12) 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 : 13.46 vs. CGCIX (9.74). CAIFX return over 5 years is better than : 50.93 vs. CGCIX (37.92).
| 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 | 15.717 | 12.753 | 123% |
| 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 | 3.12 | 0.72 | 435% |
| Returns for 1 year | 13.46 | 9.74 | 138% |
| Returns for 3 years | 36.18 | 45.84 | 79% |
| Returns for 5 years | 50.93 | 37.92 | 134% |
| Returns for 10 years | 64.70 | 75.66 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers