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CGIIX vs CGNAX
CGIIX vs CGNAX Comparison
Open Charts CGIIX vs CGNAX
Calamos Growth & Income I
Price$52.32
Change-$0.39 (-0.74%)
VolumeN/A
Net Assets3.2B
American Funds Growth and Inc Port 529A
Price$21.54
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets21.69B
CGIIX vs CGNAX Comparison Chart in %
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CGIIX vs. CGNAX 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 CGIIX is a Hold and CGNAX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.7B vs. CGIIX (3.2B). CGNAX pays higher dividends than CGIIX: CGNAX (1.56) vs CGIIX (0.75). CGIIX was incepted earlier than CGNAX: CGIIX (28 years) vs CGNAX (14 years). CGIIX (0.80) is less costly to investors than CGNAX (0.69). CGIIX is a more actively managed with annual turnover of: 28.00 vs. CGNAX (10.00). CGNAX has a lower initial minimum investment than CGIIX: CGNAX (250) vs CGIIX (1000000). CGNAX annual gain was more profitable for investors over the last year : 11.03 vs. CGIIX (9.87). CGIIX return over 5 years is better than : 42.99 vs. CGNAX (38.37).
| CGIIX | CGNAX | CGIIX / CGNAX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.69 | 116% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 13.988 | 14.245 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 21.7B | 15% |
| Annual Yield % from dividends | 0.75 | 1.56 | 48% |
| Returns for 1 year | 9.87 | 11.03 | 90% |
| Returns for 3 years | 44.07 | 42.96 | 103% |
| Returns for 5 years | 42.99 | 38.37 | 112% |
| Returns for 10 years | 96.77 | 92.04 | 105% |
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