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CGARX vs RGWBX
CGARX vs RGWBX Comparison
Open Charts CGARX vs RGWBX
Calvert Growth Allocation R6
Price$29.70
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets361.97M
American Funds Growth Portfolio R2
Price$28.13
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets24.12B
CGARX vs RGWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 24.1B vs. CGARX (362M). CGARX pays higher dividends than RGWBX: CGARX (1.49) vs RGWBX (0.00). CGARX was incepted earlier than RGWBX: CGARX (4 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than CGARX (0.64). RGWBX has a lower initial minimum investment than CGARX: RGWBX (250) vs CGARX (5000000). RGWBX annual gain was more profitable for investors over the last year : 9.96 vs. CGARX (8.50).
| CGARX | RGWBX | CGARX / RGWBX | |
| Total Expense Ratio | 0.64 | 1.46 | 44% |
| Annual Report Gross Expense Ratio | 0.64 | 1.46 | 44% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 11.065 | 15.160 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 24.1B | 2% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 8.50 | 9.96 | 85% |
| Returns for 3 years | 48.67 | 57.96 | 84% |
| Returns for 5 years | N/A | 40.83 | - |
| Returns for 10 years | N/A | 101.25 | - |
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