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CAIFX vs CVLOX
CAIFX vs CVLOX Comparison
Open Charts CAIFX vs CVLOX
American Funds Capital Income Bldr F2
Price$76.91
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Calamos Global Opportunities A
Price$13.29
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets291.98M
CAIFX vs CVLOX Comparison Chart in %
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CAIFX vs. CVLOX commentary
Jul 07, 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: 116B vs. CVLOX (292M). CAIFX pays higher dividends than CVLOX: CAIFX (3.20) vs CVLOX (0.54). 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 : 15.98 vs. CVLOX (2.91). CAIFX return over 5 years is better than : 51.58 vs. CVLOX (45.58).
| 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 | 13.186 | 9.895 | 133% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 292M | 39,726% |
| Annual Yield % from dividends | 3.20 | 0.54 | 597% |
| Returns for 1 year | 15.98 | 2.91 | 549% |
| Returns for 3 years | 34.07 | 44.05 | 77% |
| Returns for 5 years | 51.58 | 45.58 | 113% |
| Returns for 10 years | 54.63 | 59.11 | 92% |
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