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CAIFX vs CGCIX
CAIFX vs CGCIX Comparison
Open Charts CAIFX vs CGCIX
American Funds Capital Income Bldr F2
Price$80.85
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
Calamos Global Opportunities I
Price$14.62
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets314.21M
CAIFX vs CGCIX Comparison Chart in %
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CAIFX vs. CGCIX commentary
Dec 04, 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 Hold and CGCIX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. CGCIX (314M). CAIFX pays higher dividends than CGCIX: CAIFX (3.03) vs CGCIX (0.66). 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 : 13.87 vs. CGCIX (3.76). CAIFX return over 5 years is better than : 47.55 vs. CGCIX (27.34).
| 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 | 19.238 | 14.594 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 314M | 38,535% |
| Annual Yield % from dividends | 3.03 | 0.66 | 460% |
| Returns for 1 year | 13.87 | 3.76 | 368% |
| Returns for 3 years | 36.05 | 45.16 | 80% |
| Returns for 5 years | 47.55 | 27.34 | 174% |
| Returns for 10 years | 67.28 | 71.67 | 94% |
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