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CVTRX vs IFACX
CVTRX vs IFACX Comparison
Open Charts CVTRX vs IFACX
Calamos Growth & Income A
Price$45.44
Change+$3.28 (+7.78%)
VolumeN/A
Net Assets2.48B
American Funds Income Fund of Amer C
Price$23.90
Change+$0.88 (+3.82%)
VolumeN/A
Net Assets118.26B
CVTRX vs IFACX Comparison Chart
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CVTRX vs. IFACX commentary
Apr 11, 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 CVTRX is a Buy and IFACX is a Buy.
FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 118B vs. CVTRX (2.48B). IFACX pays higher dividends than CVTRX: IFACX (3.19) vs CVTRX (0.71). CVTRX was incepted earlier than IFACX: CVTRX (37 years) vs IFACX (24 years). IFACX (1.33) is less costly to investors than CVTRX (1.05). IFACX is a more actively managed with annual turnover of: 92.00 vs. CVTRX (28.00). IFACX has a lower initial minimum investment than CVTRX: IFACX (250) vs CVTRX (2500). IFACX annual gain was more profitable for investors over the last year : 0.26 vs. CVTRX (-6.66). CVTRX return over 5 years is better than : 41.46 vs. IFACX (27.18).
| CVTRX | IFACX | CVTRX / IFACX | |
| Total Expense Ratio | 1.05 | 1.33 | 79% |
| Annual Report Gross Expense Ratio | 1.05 | 1.33 | 79% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | -13.358 | -3.649 | 366% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 118B | 2% |
| Annual Yield % from dividends | 0.71 | 3.19 | 22% |
| Returns for 1 year | -6.66 | 0.26 | -2,600% |
| Returns for 3 years | -1.66 | -1.34 | 123% |
| Returns for 5 years | 41.46 | 27.18 | 153% |
| Returns for 10 years | 50.96 | 20.49 | 249% |
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