CGFAX
Price
$81.32
Change
+$0.79 (+0.98%)
Updated
Jul 3 closing price
Net Assets
322.86B
CSIEX
Price
$81.56
Change
+$0.51 (+0.63%)
Updated
Jul 3 closing price
Net Assets
5.86B
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CGFAX vs CSIEX

Header iconCGFAX vs CSIEX Comparison
Open Charts CGFAX vs CSIEXBanner chart's image
American Funds Growth Fund of Amer 529A
Price$81.32
Change+$0.79 (+0.98%)
VolumeN/A
Net Assets322.86B
Calvert Equity A
Price$81.56
Change+$0.51 (+0.63%)
VolumeN/A
Net Assets5.86B
CGFAX vs CSIEX Comparison Chart in %
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CGFAX vs. CSIEX commentary
Jul 08, 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 CGFAX is a Buy and CSIEX is a Buy.

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FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 323B vs. CSIEX (5.86B). CGFAX pays higher dividends than CSIEX: CGFAX (0.33) vs CSIEX (0.16). CGFAX was incepted earlier than CSIEX: CGFAX (23 years) vs CSIEX (38 years). CSIEX (0.90) is less costly to investors than CGFAX (0.65). CGFAX is a more actively managed with annual turnover of: 25.00 vs. CSIEX (9.00). CSIEX initial investment is less costly to investors than CGFAX (4%) vs CGFAX (4%). CGFAX has a lower initial minimum investment than CSIEX: CGFAX (250) vs CSIEX (1000). CGFAX annual gain was more profitable for investors over the last year : 10.74 vs. CSIEX (1.07). CGFAX return over 5 years is better than : 49.82 vs. CSIEX (41.16).
CGFAXCSIEXCGFAX / CSIEX
Total Expense Ratio0.650.9072%
Annual Report Gross Expense Ratio0.650.9072%
Fund Existence23 years38 years-
Gain YTD11.1546.447173%
Front Load4%5%67%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets323B5.86B5,516%
Annual Yield % from dividends0.330.16213%
Returns for 1 year10.741.071,000%
Returns for 3 years59.8624.82241%
Returns for 5 years49.8241.16121%
Returns for 10 years91.4364.15143%
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