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CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Calamos Global Opportunities C
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets299.31M
CIREX vs CVLCX Comparison Chart in %
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CIREX vs. CVLCX commentary
Jul 28, 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 CIREX is a Buy and CVLCX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. CVLCX (299M). CIREX pays higher dividends than CVLCX: CIREX (2.75) vs CVLCX (0.25). CIREX was incepted earlier than CVLCX: CIREX (23 years) vs CVLCX (29 years). CVLCX (2.20) is less costly to investors than CIREX (0.85). CVLCX is a more actively managed with annual turnover of: 87.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CVLCX: CIREX (250) vs CVLCX (2500). CIREX annual gain was more profitable for investors over the last year : 14.69 vs. CVLCX (7.09). CIREX return over 5 years is better than : 54.10 vs. CVLCX (32.48).
| CIREX | CVLCX | CIREX / CVLCX | |
| Total Expense Ratio | 0.85 | 1.97 | 43% |
| Annual Report Gross Expense Ratio | 0.85 | 2.20 | 39% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 13.925 | 11.612 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 299M | 39,130% |
| Annual Yield % from dividends | 2.75 | 0.25 | 1,092% |
| Returns for 1 year | 14.69 | 7.09 | 207% |
| Returns for 3 years | 35.31 | 39.74 | 89% |
| Returns for 5 years | 54.10 | 32.48 | 167% |
| Returns for 10 years | 79.90 | 40.97 | 195% |
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