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CIRAX vs CVLOX
CIRAX vs CVLOX Comparison
Open Charts CIRAX vs CVLOX
American Funds Capital Income Bldr 529A
Price$77.66
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Calamos Global Opportunities A
Price$13.56
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets299.31M
CIRAX vs CVLOX Comparison Chart in %
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CIRAX vs. CVLOX commentary
Jul 27, 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 CIRAX is a Buy and CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 117B vs. CVLOX (299M). CIRAX pays higher dividends than CVLOX: CIRAX (2.97) vs CVLOX (0.54). CIRAX was incepted earlier than CVLOX: CIRAX (23 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CIRAX (0.62). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CIRAX (56.00). CVLOX initial investment is less costly to investors than CIRAX (4%) vs CIRAX (4%). CIRAX has a lower initial minimum investment than CVLOX: CIRAX (250) vs CVLOX (2500). CIRAX annual gain was more profitable for investors over the last year : 14.95 vs. CVLOX (9.47). CIRAX return over 5 years is better than : 55.84 vs. CVLOX (42.12).
| CIRAX | CVLOX | CIRAX / CVLOX | |
| Total Expense Ratio | 0.62 | 1.22 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.45 | 43% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 14.060 | 12.128 | 116% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 299M | 39,130% |
| Annual Yield % from dividends | 2.97 | 0.54 | 555% |
| Returns for 1 year | 14.95 | 9.47 | 158% |
| Returns for 3 years | 36.21 | 45.12 | 80% |
| Returns for 5 years | 55.84 | 42.12 | 133% |
| Returns for 10 years | 83.96 | 60.85 | 138% |
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