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AMEFX vs CVTRX
AMEFX vs CVTRX Comparison
Open Charts AMEFX vs CVTRX
American Funds Income Fund of Amer F2
Price$25.62
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets130.42B
Calamos Growth & Income A
Price$49.36
Change-$0.75 (-1.50%)
VolumeN/A
Net Assets2.98B
AMEFX vs CVTRX Comparison Chart
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AMEFX vs. CVTRX commentary
Feb 22, 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: 130B vs. CVTRX (2.98B). AMEFX pays higher dividends than CVTRX: AMEFX (3.73) vs CVTRX (0.60). AMEFX was incepted earlier than CVTRX: AMEFX (17 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 (15.31) and AMEFX (14.65) have marching annual gain over last year. CVTRX return over 5 years is better than : 46.09 vs. AMEFX (25.10).
| AMEFX | CVTRX | AMEFX / CVTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 36 years | - |
| Gain YTD | 5.701 | 2.980 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.98B | 4,368% |
| Annual Yield % from dividends | 3.73 | 0.60 | 622% |
| Returns for 1 year | 14.65 | 15.31 | 96% |
| Returns for 3 years | 11.67 | 18.00 | 65% |
| Returns for 5 years | 25.10 | 46.09 | 54% |
| Returns for 10 years | 37.40 | 78.85 | 47% |
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