Interact to see
Advertisement
Advertisement
CVTRX vs FGIIX
CVTRX vs FGIIX Comparison
Open Charts CVTRX vs FGIIX
Calamos Growth & Income A
Price$53.14
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets3.06B
American Funds Growth and Inc 529-F-3
Price$21.03
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets20.53B
CVTRX vs FGIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FGIIX has more cash in the bank: 20.5B vs. CVTRX (3.06B). FGIIX pays higher dividends than CVTRX: FGIIX (1.90) vs CVTRX (0.63). CVTRX was incepted earlier than FGIIX: CVTRX (37 years) vs FGIIX (5 years). CVTRX (1.05) is less costly to investors than FGIIX (0.39). CVTRX is a more actively managed with annual turnover of: 28.00 vs. FGIIX (10.00). FGIIX has a lower initial minimum investment than CVTRX: FGIIX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 16.11 vs. FGIIX (14.29).
| CVTRX | FGIIX | CVTRX / FGIIX | |
| Total Expense Ratio | 1.05 | 0.39 | 269% |
| Annual Report Gross Expense Ratio | 1.05 | 0.39 | 269% |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | 9.288 | 11.300 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 20.5B | 15% |
| Annual Yield % from dividends | 0.63 | 1.90 | 33% |
| Returns for 1 year | 16.11 | 14.29 | 113% |
| Returns for 3 years | 29.43 | 33.57 | 88% |
| Returns for 5 years | 46.49 | N/A | - |
| Returns for 10 years | 88.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BMEZ | 13.80 | 0.06 | +0.44% |
| BlackRock Health Sciences Term Trust | |||
| UDI | 30.14 | 0.09 | +0.28% |
| USCF ESG Dividend Income ETF | |||
| IQHI | 26.29 | 0.01 | +0.02% |
| NYLI MacKay High Income ETF | |||
| MYCJ | 24.88 | -0.02 | -0.08% |
| SPDR SSGA My2030 Corporate Bond ETF | |||
| RSST | 23.53 | -0.27 | -1.13% |
| Return Stacked® US Stocks & Mgd Futs ETF | |||