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AMEFX vs CVTRX
AMEFX vs CVTRX Comparison
Open Charts AMEFX vs CVTRX
American Funds Income Fund of Amer F2
Price$24.22
Change-$0.53 (-2.14%)
VolumeN/A
CapitalizationN/A
Calamos Growth & Income A
Price$50.85
Change-$1.30 (-2.49%)
VolumeN/A
CapitalizationN/A
AMEFX vs CVTRX Comparison Chart
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AMEFX vs. CVTRX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 126B vs. CVTRX (3B). 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 : 20.13 vs. AMEFX (10.88). CVTRX return over 5 years is better than : 56.65 vs. AMEFX (21.04).
| 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 | 9.508 | 23.690 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 3B | 4,203% |
| Annual Yield % from dividends | 3.73 | 0.60 | 622% |
| Returns for 1 year | 10.88 | 20.13 | 54% |
| Returns for 3 years | 6.57 | 10.56 | 62% |
| Returns for 5 years | 21.04 | 56.65 | 37% |
| Returns for 10 years | 33.76 | 89.32 | 38% |
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