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CGARX vs RGWBX
CGARX vs RGWBX Comparison
Open Charts CGARX vs RGWBX
Calvert Growth Allocation R6
Price$29.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets371.28M
American Funds Growth Portfolio R2
Price$27.99
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets24.04B
CGARX vs RGWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 24B vs. CGARX (371M). CGARX pays higher dividends than RGWBX: CGARX (1.43) vs RGWBX (0.00). CGARX was incepted earlier than RGWBX: CGARX (4 years) vs RGWBX (14 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 (9.00) and CGARX (8.63) have marching annual gain over last year.
| 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 | 14 years | - |
| Gain YTD | 10.991 | 14.996 | 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 | 371M | 24B | 2% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 8.63 | 9.00 | 96% |
| Returns for 3 years | 35.29 | 46.21 | 76% |
| Returns for 5 years | N/A | 29.04 | - |
| Returns for 10 years | N/A | 83.34 | - |
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