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AMEFX vs CVTCX
AMEFX vs CVTCX Comparison
Open Charts AMEFX vs CVTCX
American Funds Income Fund of Amer F2
Price$23.86
Change-$1.11 (-4.45%)
VolumeN/A
Net Assets126.34B
Calamos Growth & Income C
Price$42.63
Change-$2.22 (-4.95%)
VolumeN/A
Net Assets2.64B
AMEFX vs CVTCX Comparison Chart
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AMEFX vs. CVTCX commentary
Apr 05, 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 AMEFX is a Hold and CVTCX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 126B vs. CVTCX (2.64B). AMEFX pays higher dividends than CVTCX: AMEFX (4.05) vs CVTCX (0.29). AMEFX was incepted earlier than CVTCX: AMEFX (17 years) vs CVTCX (29 years). CVTCX (1.80) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 92.00 vs. CVTCX (28.00). AMEFX has a lower initial minimum investment than CVTCX: AMEFX (250) vs CVTCX (2500). AMEFX annual gain was more profitable for investors over the last year : 8.17 vs. CVTCX (2.87). CVTCX return over 5 years is better than : 67.23 vs. AMEFX (50.97).
| AMEFX | CVTCX | AMEFX / CVTCX | |
| Total Expense Ratio | 0.37 | 1.80 | 21% |
| Annual Report Gross Expense Ratio | 0.37 | 1.80 | 21% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 3.154 | -3.939 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 2.64B | 4,771% |
| Annual Yield % from dividends | 4.05 | 0.29 | 1,396% |
| Returns for 1 year | 8.17 | 2.87 | 285% |
| Returns for 3 years | 7.99 | 4.49 | 178% |
| Returns for 5 years | 50.97 | 67.23 | 76% |
| Returns for 10 years | 36.03 | 57.85 | 62% |
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