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CIREX vs CVLOX
CIREX vs CVLOX Comparison
Open Charts CIREX vs CVLOX
American Funds Capital Income Bldr 529E
Price$77.03
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
CIREX vs CVLOX Comparison Chart in %
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CIREX 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 CIREX is a Buy and CVLOX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CVLOX (292M). CIREX pays higher dividends than CVLOX: CIREX (2.75) vs CVLOX (0.54). 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 : 15.44 vs. CVLOX (2.91). CIREX return over 5 years is better than : 54.30 vs. CVLOX (45.58).
| 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 | 12.928 | 9.895 | 131% |
| 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 | 2.75 | 0.54 | 514% |
| Returns for 1 year | 15.44 | 2.91 | 531% |
| Returns for 3 years | 34.36 | 44.05 | 78% |
| Returns for 5 years | 54.30 | 45.58 | 119% |
| Returns for 10 years | 79.69 | 59.11 | 135% |