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CVTRX vs RGQFX
CVTRX vs RGQFX Comparison
Open Charts CVTRX vs RGQFX
Calamos Growth & Income A
Price$56.39
Change-$0.10 (-0.18%)
VolumeN/A
Net Assets3.25B
American Funds Growth and Inc Port R5E
Price$21.86
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets21.43B
CVTRX vs RGQFX Comparison Chart in %
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CVTRX vs. RGQFX commentary
Oct 10, 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 StrongBuy and RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.4B vs. CVTRX (3.25B). RGQFX pays higher dividends than CVTRX: RGQFX (1.76) vs CVTRX (0.56). CVTRX was incepted earlier than RGQFX: CVTRX (37 years) vs RGQFX (10 years). CVTRX (1.05) is less costly to investors than RGQFX (0.47). CVTRX is a more actively managed with annual turnover of: 28.00 vs. RGQFX (10.00). RGQFX has a lower initial minimum investment than CVTRX: RGQFX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 14.43 vs. RGQFX (12.11). CVTRX return over 5 years is better than : 51.04 vs. RGQFX (43.40).
| CVTRX | RGQFX | CVTRX / RGQFX | |
| Total Expense Ratio | 1.05 | 0.47 | 223% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 16.083 | 16.170 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 21.4B | 15% |
| Annual Yield % from dividends | 0.56 | 1.76 | 32% |
| Returns for 1 year | 14.43 | 12.11 | 119% |
| Returns for 3 years | 58.18 | 57.25 | 102% |
| Returns for 5 years | 51.04 | 43.40 | 118% |
| Returns for 10 years | 106.10 | N/A | - |
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