Ad is loading...
CVTRX vs RIDBX
CVTRX vs RIDBX Comparison
Open Charts CVTRX vs RIDBX
Calamos Growth & Income A
Price$45.44
Change+$3.28 (+7.78%)
VolumeN/A
Net Assets2.48B
American Funds Income Fund of Amer R2
Price$23.93
Change+$0.88 (+3.82%)
VolumeN/A
Net Assets122.8B
CVTRX vs RIDBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CVTRX vs. RIDBX 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 RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 123B vs. CVTRX (2.48B). RIDBX pays higher dividends than CVTRX: RIDBX (3.16) vs CVTRX (0.71). CVTRX was incepted earlier than RIDBX: CVTRX (37 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than CVTRX (1.05). RIDBX is a more actively managed with annual turnover of: 92.00 vs. CVTRX (28.00). RIDBX has a lower initial minimum investment than CVTRX: RIDBX (250) vs CVTRX (2500). RIDBX annual gain was more profitable for investors over the last year : 0.23 vs. CVTRX (-6.66). CVTRX return over 5 years is better than : 41.46 vs. RIDBX (27.03).
| CVTRX | RIDBX | CVTRX / RIDBX | |
| Total Expense Ratio | 1.05 | 1.36 | 77% |
| Annual Report Gross Expense Ratio | 1.05 | 1.36 | 77% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | -13.358 | -3.614 | 370% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 123B | 2% |
| Annual Yield % from dividends | 0.71 | 3.16 | 23% |
| Returns for 1 year | -6.66 | 0.23 | -2,835% |
| Returns for 3 years | -1.66 | -1.40 | 119% |
| Returns for 5 years | 41.46 | 27.03 | 153% |
| Returns for 10 years | 50.96 | 20.32 | 251% |
View a ticker or compare two or three
VS
VS
Ad is loading...