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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$78.08
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets117.62B
Calamos Global Opportunities A
Price$13.52
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets298.55M
CAIFX vs CVLOX Comparison Chart in %
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CAIFX vs. CVLOX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. CVLOX (299M). CAIFX pays higher dividends than CVLOX: CAIFX (3.12) 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 : 11.55 vs. CVLOX (6.74). CAIFX return over 5 years is better than : 50.08 vs. CVLOX (33.47).
| 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 | 14.908 | 11.797 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 299M | 39,465% |
| Annual Yield % from dividends | 3.12 | 0.53 | 591% |
| Returns for 1 year | 11.55 | 6.74 | 171% |
| Returns for 3 years | 38.42 | 47.33 | 81% |
| Returns for 5 years | 50.08 | 33.47 | 150% |
| Returns for 10 years | 62.88 | 68.72 | 92% |
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