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CVLCX vs RIRFX
CVLCX vs RIRFX Comparison
Open Charts CVLCX vs RIRFX
Calamos Global Opportunities C
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets298.85M
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
CVLCX vs RIRFX Comparison Chart in %
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CVLCX vs. RIRFX commentary
Sep 08, 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 CVLCX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. CVLCX (299M). RIRFX pays higher dividends than CVLCX: RIRFX (3.17) vs CVLCX (0.25). CVLCX was incepted earlier than RIRFX: CVLCX (29 years) vs RIRFX (23 years). CVLCX (2.20) is less costly to investors than RIRFX (0.31). CVLCX is a more actively managed with annual turnover of: 87.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than CVLCX: RIRFX (250) vs CVLCX (2500). RIRFX annual gain was more profitable for investors over the last year : 12.22 vs. CVLCX (4.41). RIRFX return over 5 years is better than : 57.77 vs. CVLCX (24.49).
| CVLCX | RIRFX | CVLCX / RIRFX | |
| Total Expense Ratio | 1.97 | 0.31 | 635% |
| Annual Report Gross Expense Ratio | 2.20 | 0.31 | 710% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 11.211 | 15.572 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 118B | 0% |
| Annual Yield % from dividends | 0.25 | 3.17 | 8% |
| Returns for 1 year | 4.41 | 12.22 | 36% |
| Returns for 3 years | 42.08 | 41.75 | 101% |
| Returns for 5 years | 24.49 | 57.77 | 42% |
| Returns for 10 years | 47.91 | 79.00 | 61% |
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