CGFAX
Price
$80.12
Change
-$0.86 (-1.06%)
Updated
Jan 14 closing price
Net Assets
335.97B
CSIEX
Price
$67.88
Change
+$0.15 (+0.22%)
Updated
Jan 14 closing price
Net Assets
4.8B
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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$80.12
Change-$0.86 (-1.06%)
VolumeN/A
Net Assets335.97B
Calvert Equity A
Price$67.88
Change+$0.15 (+0.22%)
VolumeN/A
Net Assets4.8B
CGFAX vs CSIEX Comparison Chart in %
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CGFAX vs. CSIEX commentary
Jan 15, 2026

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 Hold and CSIEX is a Hold.

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FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 336B vs. CSIEX (4.8B). CGFAX pays higher dividends than CSIEX: CGFAX (0.25) vs CSIEX (0.18). CGFAX was incepted earlier than CSIEX: CGFAX (24 years) vs CSIEX (38 years). CSIEX (0.90) is less costly to investors than CGFAX (0.62). CGFAX is a more actively managed with annual turnover of: 32.00 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 : 9.49 vs. CSIEX (-11.26). CGFAX return over 5 years is better than : 20.55 vs. CSIEX (3.87).
CGFAXCSIEXCGFAX / CSIEX
Total Expense Ratio0.620.9069%
Annual Report Gross Expense Ratio0.620.9069%
Fund Existence24 years38 years-
Gain YTD1.5591.89182%
Front Load4%5%67%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets336B4.8B6,996%
Annual Yield % from dividends0.250.18143%
Returns for 1 year9.49-11.26-84%
Returns for 3 years56.47-1.42-3,987%
Returns for 5 years20.553.87532%
Returns for 10 years125.9484.20150%
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