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AMEFX vs CVTRX
AMEFX vs CVTRX Comparison
Open Charts AMEFX vs CVTRX
American Funds Income Fund of Amer F2
Price$24.86
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126.58B
Calamos Growth & Income A
Price$49.53
Change+$0.43 (+0.88%)
VolumeN/A
Net Assets2.95B
AMEFX vs CVTRX Comparison Chart
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AMEFX vs. CVTRX commentary
Jan 19, 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 Buy and CVTRX is a Buy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 127B vs. CVTRX (2.95B). AMEFX pays higher dividends than CVTRX: AMEFX (3.73) vs CVTRX (0.60). AMEFX was incepted earlier than CVTRX: AMEFX (16 years) vs CVTRX (36 years). AMEFX is a more actively managed with annual turnover of: 40.00 vs. CVTRX (20.00). AMEFX has a lower initial minimum investment than CVTRX: AMEFX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 17.88 vs. AMEFX (12.47). CVTRX return over 5 years is better than : 44.04 vs. AMEFX (20.02).
| AMEFX | CVTRX | AMEFX / CVTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 36 years | - |
| Gain YTD | 1.969 | 1.788 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.95B | 4,299% |
| Annual Yield % from dividends | 3.73 | 0.60 | 622% |
| Returns for 1 year | 12.47 | 17.88 | 70% |
| Returns for 3 years | 5.80 | 11.93 | 49% |
| Returns for 5 years | 20.02 | 44.04 | 45% |
| Returns for 10 years | 35.42 | 84.61 | 42% |
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