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CGNAX vs CVTRX
CGNAX vs CVTRX Comparison
Open Charts CGNAX vs CVTRX
American Funds Growth and Inc Port 529A
Price$21.88
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets21.43B
Calamos Growth & Income A
Price$56.39
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets3.25B
CGNAX vs CVTRX Comparison Chart in %
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CGNAX vs. CVTRX commentary
Oct 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.4B vs. CVTRX (3.25B). CGNAX pays higher dividends than CVTRX: CGNAX (1.58) vs CVTRX (0.56). CGNAX was incepted earlier than CVTRX: CGNAX (13 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). CVTRX annual gain was more profitable for investors over the last year : 14.43 vs. CGNAX (11.93). CVTRX return over 5 years is better than : 51.04 vs. CGNAX (45.35).
| CGNAX | CVTRX | CGNAX / CVTRX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.05 | 66% |
| Fund Existence | 13 years | 37 years | - |
| Gain YTD | 16.048 | 16.083 | 100% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.25B | 658% |
| Annual Yield % from dividends | 1.58 | 0.56 | 281% |
| Returns for 1 year | 11.93 | 14.43 | 83% |
| Returns for 3 years | 57.46 | 58.18 | 99% |
| Returns for 5 years | 45.35 | 51.04 | 89% |
| Returns for 10 years | 97.43 | 106.10 | 92% |
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