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CLGRX vs RGAFX
CLGRX vs RGAFX Comparison
Open Charts CLGRX vs RGAFX
Calvert US Large Cap Growth Rspnb Idx R6
Price$68.56
Change+$0.69 (+1.02%)
VolumeN/A
Net Assets724.67M
American Funds Growth Fund of Amer R5
Price$76.94
Change+$0.87 (+1.14%)
VolumeN/A
Net Assets306.54B
CLGRX vs RGAFX Comparison Chart
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CLGRX vs. RGAFX commentary
Jan 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 CLGRX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 307B vs. CLGRX (725M). RGAFX pays higher dividends than CLGRX: RGAFX (0.73) vs CLGRX (0.56). CLGRX was incepted earlier than RGAFX: CLGRX (3 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. CLGRX (23.00). RGAFX has a lower initial minimum investment than CLGRX: RGAFX (250) vs CLGRX (5000000). CLGRX annual gain was more profitable for investors over the last year : 26.58 vs. RGAFX (22.66). CLGRX return over 5 years is better than : 359.74 vs. RGAFX (47.52).
| CLGRX | RGAFX | CLGRX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 1.510 | 3.386 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 307B | 0% |
| Annual Yield % from dividends | 0.56 | 0.73 | 78% |
| Returns for 1 year | 26.58 | 22.66 | 117% |
| Returns for 3 years | N/A | 13.48 | - |
| Returns for 5 years | 359.74 | 47.52 | 757% |
| Returns for 10 years | 583.64 | 86.49 | 675% |