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AMEFX vs CVTRX
AMEFX vs CVTRX Comparison
Open Charts AMEFX vs CVTRX
American Funds Income Fund of Amer F2
Price$24.29
Change+$0.90 (+3.85%)
VolumeN/A
Net Assets118.26B
Calamos Growth & Income A
Price$45.44
Change+$3.28 (+7.78%)
VolumeN/A
Net Assets2.48B
AMEFX vs CVTRX Comparison Chart
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AMEFX vs. CVTRX commentary
Apr 11, 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: 118B vs. CVTRX (2.48B). AMEFX pays higher dividends than CVTRX: AMEFX (4.05) vs CVTRX (0.71). AMEFX was incepted earlier than CVTRX: AMEFX (17 years) vs CVTRX (37 years). CVTRX (1.05) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 92.00 vs. CVTRX (28.00). AMEFX has a lower initial minimum investment than CVTRX: AMEFX (250) vs CVTRX (2500). AMEFX annual gain was more profitable for investors over the last year : 1.24 vs. CVTRX (-6.66). CVTRX return over 5 years is better than : 41.46 vs. AMEFX (31.94).
| AMEFX | CVTRX | AMEFX / CVTRX | |
| Total Expense Ratio | 0.37 | 1.05 | 35% |
| Annual Report Gross Expense Ratio | 0.37 | 1.05 | 35% |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | -3.373 | -13.358 | 25% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.48B | 4,764% |
| Annual Yield % from dividends | 4.05 | 0.71 | 569% |
| Returns for 1 year | 1.24 | -6.66 | -19% |
| Returns for 3 years | 1.08 | -1.66 | -65% |
| Returns for 5 years | 31.94 | 41.46 | 77% |
| Returns for 10 years | 26.49 | 50.96 | 52% |