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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$80.66
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.96B
Calamos Global Opportunities I
Price$14.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets321.92M
CAIFX vs CGCIX Comparison Chart in %
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CAIFX vs. CGCIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. CGCIX (322M). CAIFX pays higher dividends than CGCIX: CAIFX (3.11) vs CGCIX (0.64). 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 : 15.26 vs. CGCIX (7.73). CAIFX return over 5 years is better than : 52.02 vs. CGCIX (36.27).
| 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 | 19.460 | 17.365 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 322M | 37,578% |
| Annual Yield % from dividends | 3.11 | 0.64 | 487% |
| Returns for 1 year | 15.26 | 7.73 | 197% |
| Returns for 3 years | 41.05 | 53.04 | 77% |
| Returns for 5 years | 52.02 | 36.27 | 143% |
| Returns for 10 years | 70.31 | 79.06 | 89% |
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