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CIREX vs CVLOX
CIREX vs CVLOX Comparison
Open Charts CIREX vs CVLOX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Calamos Global Opportunities A
Price$12.83
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets277.57M
CIREX vs CVLOX Comparison Chart
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CIREX vs. CVLOX commentary
Jun 15, 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 CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. CVLOX (278M). CIREX pays higher dividends than CVLOX: CIREX (2.80) vs CVLOX (0.53). CIREX was incepted earlier than CVLOX: CIREX (23 years) vs CVLOX (29 years). CVLOX (1.45) is less costly to investors than CIREX (0.85). CVLOX is a more actively managed with annual turnover of: 87.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CVLOX: CIREX (250) vs CVLOX (2500). CIREX annual gain was more profitable for investors over the last year : 13.62 vs. CVLOX (0.63). CIREX return over 5 years is better than : 53.37 vs. CVLOX (45.80).
| CIREX | CVLOX | CIREX / CVLOX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 10.260 | 5.967 | 172% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 278M | 41,007% |
| Annual Yield % from dividends | 2.80 | 0.53 | 527% |
| Returns for 1 year | 13.62 | 0.63 | 2,153% |
| Returns for 3 years | 33.44 | 39.20 | 85% |
| Returns for 5 years | 53.37 | 45.80 | 117% |
| Returns for 10 years | 72.79 | 51.32 | 142% |
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