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CVTRX vs RBEGX
CVTRX vs RBEGX Comparison
Open Charts CVTRX vs RBEGX
Calamos Growth & Income A
Price$55.25
Change-$0.42 (-0.75%)
VolumeN/A
Net Assets3.2B
American Funds Growth and Inc Port R2E
Price$21.46
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets21.69B
CVTRX vs RBEGX Comparison Chart in %
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CVTRX vs. RBEGX commentary
Nov 19, 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 Hold and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.7B vs. CVTRX (3.2B). RBEGX pays higher dividends than CVTRX: RBEGX (1.16) vs CVTRX (0.55). CVTRX was incepted earlier than RBEGX: CVTRX (37 years) vs RBEGX (11 years). RBEGX (1.14) is less costly to investors than CVTRX (1.05). CVTRX is a more actively managed with annual turnover of: 28.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than CVTRX: RBEGX (250) vs CVTRX (2500). RBEGX annual gain was more profitable for investors over the last year : 10.51 vs. CVTRX (9.84). CVTRX return over 5 years is better than : 42.91 vs. RBEGX (33.08).
| CVTRX | RBEGX | CVTRX / RBEGX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | 13.736 | 13.820 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 21.7B | 15% |
| Annual Yield % from dividends | 0.55 | 1.16 | 48% |
| Returns for 1 year | 9.84 | 10.51 | 94% |
| Returns for 3 years | 43.91 | 40.11 | 109% |
| Returns for 5 years | 42.91 | 33.08 | 130% |
| Returns for 10 years | 96.08 | 68.09 | 141% |
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