Interact to see
Advertisement
Advertisement
CVTRX vs FGGIX
CVTRX vs FGGIX Comparison
Open Charts CVTRX vs FGGIX
Calamos Growth & Income A
Price$56.39
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets3.25B
American Funds Growth and Inc 529-F-2
Price$21.89
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets21.43B
CVTRX vs FGGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FGGIX has more cash in the bank: 21.4B vs. CVTRX (3.25B). FGGIX pays higher dividends than CVTRX: FGGIX (1.80) vs CVTRX (0.56). CVTRX was incepted earlier than FGGIX: CVTRX (37 years) vs FGGIX (5 years). CVTRX (1.05) is less costly to investors than FGGIX (0.44). CVTRX is a more actively managed with annual turnover of: 28.00 vs. FGGIX (10.00). FGGIX has a lower initial minimum investment than CVTRX: FGGIX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 14.43 vs. FGGIX (12.19).
| CVTRX | FGGIX | CVTRX / FGGIX | |
| Total Expense Ratio | 1.05 | 0.44 | 239% |
| Annual Report Gross Expense Ratio | 1.05 | 0.44 | 239% |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | 16.083 | 16.241 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 21.4B | 15% |
| Annual Yield % from dividends | 0.56 | 1.80 | 31% |
| Returns for 1 year | 14.43 | 12.19 | 118% |
| Returns for 3 years | 58.18 | 58.73 | 99% |
| Returns for 5 years | 51.04 | N/A | - |
| Returns for 10 years | 106.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement