Interact to see
Advertisement
Advertisement
CIREX vs CVLCX
CIREX vs CVLCX Comparison
Open Charts CIREX vs CVLCX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
Calamos Global Opportunities C
Price$11.69
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets320.25M
CIREX vs CVLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. CVLCX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. CVLCX (320M). CIREX pays higher dividends than CVLCX: CIREX (2.67) vs CVLCX (0.24). CIREX was incepted earlier than CVLCX: CIREX (24 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 : 10.49 vs. CVLCX (5.22). CIREX return over 5 years is better than : 55.62 vs. CVLCX (27.58).
| CIREX | CVLCX | CIREX / CVLCX | |
| Total Expense Ratio | 0.85 | 1.97 | 43% |
| Annual Report Gross Expense Ratio | 0.85 | 2.20 | 39% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 16.842 | 17.017 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 320M | 37,188% |
| Annual Yield % from dividends | 2.67 | 0.24 | 1,119% |
| Returns for 1 year | 10.49 | 5.22 | 201% |
| Returns for 3 years | 48.07 | 55.63 | 86% |
| Returns for 5 years | 55.62 | 27.58 | 202% |
| Returns for 10 years | 86.95 | 52.20 | 167% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement