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CVTRX vs IFAFX
CVTRX vs IFAFX Comparison
Open Charts CVTRX vs IFAFX
Calamos Growth & Income A
Price$50.45
Change-$0.51 (-1.00%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer F1
Price$25.65
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
CVTRX vs IFAFX Comparison Chart
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CVTRX vs. IFAFX commentary
Nov 18, 2024
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: 127B vs. CVTRX (2.91B). IFAFX pays higher dividends than CVTRX: IFAFX (3.48) vs CVTRX (0.60). CVTRX was incepted earlier than IFAFX: CVTRX (36 years) vs IFAFX (24 years). IFAFX is a more actively managed with annual turnover of: 40.00 vs. CVTRX (20.00). IFAFX has a lower initial minimum investment than CVTRX: IFAFX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 21.33 vs. IFAFX (19.77). CVTRX return over 5 years is better than : 52.11 vs. IFAFX (22.27).
| CVTRX | IFAFX | CVTRX / IFAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 19.658 | 12.062 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 127B | 2% |
| Annual Yield % from dividends | 0.60 | 3.48 | 17% |
| Returns for 1 year | 21.33 | 19.77 | 108% |
| Returns for 3 years | 3.93 | 4.85 | 81% |
| Returns for 5 years | 52.11 | 22.27 | 234% |
| Returns for 10 years | 63.53 | 35.46 | 179% |