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CGNGX vs CVTRX
CGNGX vs CVTRX Comparison
Open Charts CGNGX vs CVTRX
American Funds Growth and Inc PortABLE-A
Price$21.05
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets20.53B
Calamos Growth & Income A
Price$53.14
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets3.06B
CGNGX vs CVTRX Comparison Chart in %
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CGNGX vs. CVTRX commentary
Aug 12, 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 CGNGX is a Hold and CVTRX is a Buy.
FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 20.5B vs. CVTRX (3.06B). CGNGX pays higher dividends than CVTRX: CGNGX (1.69) vs CVTRX (0.63). CGNGX was incepted earlier than CVTRX: CGNGX (7 years) vs CVTRX (37 years). CVTRX (1.05) is less costly to investors than CGNGX (0.62). CVTRX is a more actively managed with annual turnover of: 28.00 vs. CGNGX (10.00). CGNGX initial investment is less costly to investors than CVTRX (5%) vs CVTRX (5%). CGNGX has a lower initial minimum investment than CVTRX: CGNGX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 16.11 vs. CGNGX (14.08). CVTRX return over 5 years is better than : 46.49 vs. CGNGX (43.37).
| CGNGX | CVTRX | CGNGX / CVTRX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.05 | 59% |
| Fund Existence | 7 years | 37 years | - |
| Gain YTD | 11.117 | 9.288 | 120% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 3.06B | 669% |
| Annual Yield % from dividends | 1.69 | 0.63 | 270% |
| Returns for 1 year | 14.08 | 16.11 | 87% |
| Returns for 3 years | 32.81 | 29.43 | 111% |
| Returns for 5 years | 43.37 | 46.49 | 93% |
| Returns for 10 years | N/A | 88.94 | - |
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