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CGARX vs PGWFX
CGARX vs PGWFX Comparison
Open Charts CGARX vs PGWFX
Calvert Growth Allocation R6
Price$29.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets371.28M
American Funds Global Growth Port F2
Price$26.74
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets6.93B
CGARX vs PGWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PGWFX has more cash in the bank: 6.93B vs. CGARX (371M). CGARX pays higher dividends than PGWFX: CGARX (1.43) vs PGWFX (0.74). CGARX was incepted earlier than PGWFX: CGARX (4 years) vs PGWFX (14 years). CGARX (0.64) is less costly to investors than PGWFX (0.55). PGWFX has a lower initial minimum investment than CGARX: PGWFX (250) vs CGARX (5000000). PGWFX annual gain was more profitable for investors over the last year : 13.53 vs. CGARX (8.63).
| CGARX | PGWFX | CGARX / PGWFX | |
| Total Expense Ratio | 0.64 | 0.55 | 116% |
| Annual Report Gross Expense Ratio | 0.64 | 0.55 | 116% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 10.991 | 17.901 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 6.93B | 5% |
| Annual Yield % from dividends | 1.43 | 0.74 | 194% |
| Returns for 1 year | 8.63 | 13.53 | 64% |
| Returns for 3 years | 35.29 | 48.26 | 73% |
| Returns for 5 years | N/A | 32.46 | - |
| Returns for 10 years | N/A | 86.13 | - |
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