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CGARX vs RGWBX
CGARX vs RGWBX Comparison
Open Charts CGARX vs RGWBX
Calvert Growth Allocation R6
Price$30.04
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets366.7M
American Funds Growth Portfolio R2
Price$28.37
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.44B
CGARX vs RGWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 24.4B vs. CGARX (367M). CGARX pays higher dividends than RGWBX: CGARX (1.46) vs RGWBX (0.00). CGARX was incepted earlier than RGWBX: CGARX (4 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than CGARX (0.64). RGWBX has a lower initial minimum investment than CGARX: RGWBX (250) vs CGARX (5000000). RGWBX annual gain was more profitable for investors over the last year : 10.35 vs. CGARX (8.89).
| CGARX | RGWBX | CGARX / RGWBX | |
| Total Expense Ratio | 0.64 | 1.46 | 44% |
| Annual Report Gross Expense Ratio | 0.64 | 1.46 | 44% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 12.299 | 16.557 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 24.4B | 2% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 8.89 | 10.35 | 86% |
| Returns for 3 years | 47.10 | 56.88 | 83% |
| Returns for 5 years | N/A | 34.64 | - |
| Returns for 10 years | N/A | 89.93 | - |
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