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CLGRX vs GAFFX
CLGRX vs GAFFX Comparison
Open Charts CLGRX vs GAFFX
Calvert US Large Cap Growth Rspnb Idx R6
Price$65.83
Change+$2.50 (+3.95%)
VolumeN/A
Net Assets656.22M
American Funds Growth Fund of Amer F3
Price$75.42
Change+$2.77 (+3.81%)
VolumeN/A
Net Assets285.48B
CLGRX vs GAFFX Comparison Chart
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CLGRX vs. GAFFX commentary
May 13, 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 CLGRX is a Buy and GAFFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GAFFX has more cash in the bank: 285B vs. CLGRX (656M). GAFFX pays higher dividends than CLGRX: GAFFX (0.70) vs CLGRX (0.66). CLGRX was incepted earlier than GAFFX: CLGRX (3 years) vs GAFFX (8 years). CLGRX (0.36) is less costly to investors than GAFFX (0.30). CLGRX is a more actively managed with annual turnover of: 30.00 vs. GAFFX (25.00). GAFFX has a lower initial minimum investment than CLGRX: GAFFX (1000000) vs CLGRX (5000000). CLGRX annual gain was more profitable for investors over the last year : 7.28 vs. GAFFX (3.48). CLGRX return over 5 years is better than : 405.96 vs. GAFFX (49.79).
| CLGRX | GAFFX | CLGRX / GAFFX | |
| Total Expense Ratio | 0.21 | 0.30 | 70% |
| Annual Report Gross Expense Ratio | 0.36 | 0.30 | 120% |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | -6.233 | -2.444 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 285B | 0% |
| Annual Yield % from dividends | 0.66 | 0.70 | 94% |
| Returns for 1 year | 7.28 | 3.48 | 209% |
| Returns for 3 years | 51.76 | 31.89 | 162% |
| Returns for 5 years | 405.96 | 49.79 | 815% |
| Returns for 10 years | 494.69 | N/A | - |