Ad is loading...
CLGRX vs RGAFX
CLGRX vs RGAFX Comparison
Open Charts CLGRX vs RGAFX
Calvert US Large Cap Growth Rspnb Idx R6
Price$67.97
Change-$1.46 (-2.10%)
VolumeN/A
Net Assets737.34M
American Funds Growth Fund of Amer R5
Price$76.74
Change-$1.85 (-2.35%)
VolumeN/A
Net Assets304.33B
CLGRX vs RGAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLGRX vs. RGAFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 304B vs. CLGRX (737M). 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 : 17.47 vs. RGAFX (12.70). CLGRX return over 5 years is better than : 360.56 vs. RGAFX (43.99).
| 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 | 0.637 | 3.117 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 304B | 0% |
| Annual Yield % from dividends | 0.56 | 0.73 | 78% |
| Returns for 1 year | 17.47 | 12.70 | 138% |
| Returns for 3 years | 46.57 | 23.90 | 195% |
| Returns for 5 years | 360.56 | 43.99 | 820% |
| Returns for 10 years | 547.68 | 75.24 | 728% |
View a ticker or compare two or three
VS
VS
Ad is loading...