CGFAX
Price
$84.71
Change
+$0.45 (+0.53%)
Updated
Nov 19 closing price
Net Assets
327.37B
CSIEX
Price
$79.54
Change
+$0.16 (+0.20%)
Updated
Nov 19 closing price
Net Assets
5.27B
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CGFAX vs CSIEX

Header iconCGFAX vs CSIEX Comparison
Open Charts CGFAX vs CSIEXBanner chart's image
American Funds Growth Fund of Amer 529A
Price$84.71
Change+$0.45 (+0.53%)
VolumeN/A
Net Assets327.37B
Calvert Equity A
Price$79.54
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets5.27B
CGFAX vs CSIEX Comparison Chart in %
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CGFAX vs. CSIEX commentary
Nov 20, 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 CGFAX is a Hold and CSIEX is a Hold.

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FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 327B vs. CSIEX (5.27B). CGFAX pays higher dividends than CSIEX: CGFAX (0.30) vs CSIEX (0.16). CGFAX was incepted earlier than CSIEX: CGFAX (24 years) vs CSIEX (38 years). CSIEX (0.90) is less costly to investors than CGFAX (0.65). CGFAX is a more actively managed with annual turnover of: 25.00 vs. CSIEX (9.00). CSIEX initial investment is less costly to investors than CGFAX (4%) vs CGFAX (4%). CGFAX has a lower initial minimum investment than CSIEX: CGFAX (250) vs CSIEX (1000). CGFAX annual gain was more profitable for investors over the last year : 6.84 vs. CSIEX (-5.66). CGFAX return over 5 years is better than : 34.52 vs. CSIEX (20.71).
CGFAXCSIEXCGFAX / CSIEX
Total Expense Ratio0.650.9072%
Annual Report Gross Expense Ratio0.650.9072%
Fund Existence24 years38 years-
Gain YTD15.7873.602438%
Front Load4%5%67%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets327B5.27B6,203%
Annual Yield % from dividends0.300.16196%
Returns for 1 year6.84-5.66-121%
Returns for 3 years62.9815.51406%
Returns for 5 years34.5220.71167%
Returns for 10 years94.7556.70167%
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