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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Calamos Global Opportunities A
Price$12.83
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets277.57M
CAIFX vs CVLOX Comparison Chart
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CAIFX vs. CVLOX commentary
Jun 15, 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 CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 114B vs. CVLOX (278M). CAIFX pays higher dividends than CVLOX: CAIFX (3.25) vs CVLOX (0.53). CAIFX was incepted earlier than CVLOX: CAIFX (17 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CAIFX (0.38). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than CVLOX: CAIFX (250) vs CVLOX (2500). CAIFX annual gain was more profitable for investors over the last year : 14.15 vs. CVLOX (0.63). CAIFX return over 5 years is better than : 49.65 vs. CVLOX (45.80).
| CAIFX | CVLOX | CAIFX / CVLOX | |
| Total Expense Ratio | 0.38 | 1.22 | 31% |
| Annual Report Gross Expense Ratio | 0.38 | 1.45 | 26% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 10.493 | 5.967 | 176% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 278M | 41,007% |
| Annual Yield % from dividends | 3.25 | 0.53 | 611% |
| Returns for 1 year | 14.15 | 0.63 | 2,236% |
| Returns for 3 years | 33.14 | 39.20 | 85% |
| Returns for 5 years | 49.65 | 45.80 | 108% |
| Returns for 10 years | 47.47 | 51.32 | 92% |
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