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CVTRX vs IFAFX
CVTRX vs IFAFX Comparison
Open Charts CVTRX vs IFAFX
Calamos Growth & Income A
Price$45.44
Change+$3.28 (+7.78%)
VolumeN/A
Net Assets2.48B
American Funds Income Fund of Amer F1
Price$24.23
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets118.26B
CVTRX vs IFAFX Comparison Chart
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CVTRX vs. IFAFX 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 IFAFX is a Buy.
FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 118B vs. CVTRX (2.48B). IFAFX pays higher dividends than CVTRX: IFAFX (3.80) vs CVTRX (0.71). CVTRX was incepted earlier than IFAFX: CVTRX (37 years) vs IFAFX (24 years). CVTRX (1.05) is less costly to investors than IFAFX (0.65). IFAFX is a more actively managed with annual turnover of: 92.00 vs. CVTRX (28.00). IFAFX has a lower initial minimum investment than CVTRX: IFAFX (250) vs CVTRX (2500). IFAFX annual gain was more profitable for investors over the last year : 0.97 vs. CVTRX (-6.66). CVTRX return over 5 years is better than : 41.46 vs. IFAFX (30.57).
| CVTRX | IFAFX | CVTRX / IFAFX | |
| Total Expense Ratio | 1.05 | 0.65 | 162% |
| Annual Report Gross Expense Ratio | 1.05 | 0.65 | 162% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | -13.358 | -3.444 | 388% |
| 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 | 3.80 | 19% |
| Returns for 1 year | -6.66 | 0.97 | -684% |
| Returns for 3 years | -1.66 | 0.38 | -437% |
| Returns for 5 years | 41.46 | 30.57 | 136% |
| Returns for 10 years | 50.96 | 24.86 | 205% |
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