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CGNAX vs CVTRX
CGNAX vs CVTRX Comparison
Open Charts CGNAX vs CVTRX
American Funds Growth and Inc Port 529A
Price$21.54
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets21.69B
Calamos Growth & Income A
Price$55.25
Change-$0.42 (-0.75%)
VolumeN/A
Net Assets3.2B
CGNAX vs CVTRX Comparison Chart in %
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CGNAX vs. CVTRX commentary
Nov 19, 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 CGNAX is a Hold and CVTRX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.7B vs. CVTRX (3.2B). CGNAX pays higher dividends than CVTRX: CGNAX (1.56) vs CVTRX (0.55). CGNAX was incepted earlier than CVTRX: CGNAX (14 years) vs CVTRX (37 years). CVTRX (1.05) is less costly to investors than CGNAX (0.69). CVTRX is a more actively managed with annual turnover of: 28.00 vs. CGNAX (10.00). CVTRX initial investment is less costly to investors than CGNAX (4%) vs CGNAX (4%). CGNAX has a lower initial minimum investment than CVTRX: CGNAX (250) vs CVTRX (2500). CGNAX annual gain was more profitable for investors over the last year : 11.03 vs. CVTRX (9.84). CVTRX return over 5 years is better than : 42.91 vs. CGNAX (38.37).
| CGNAX | CVTRX | CGNAX / CVTRX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.05 | 66% |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | 14.245 | 13.736 | 104% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 3.2B | 679% |
| Annual Yield % from dividends | 1.56 | 0.55 | 283% |
| Returns for 1 year | 11.03 | 9.84 | 112% |
| Returns for 3 years | 42.96 | 43.91 | 98% |
| Returns for 5 years | 38.37 | 42.91 | 89% |
| Returns for 10 years | 92.04 | 96.08 | 96% |
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