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CGIIX vs CGNAX
CGIIX vs CGNAX Comparison
Open Charts CGIIX vs CGNAX
Calamos Growth & Income I
Price$50.81
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port 529A
Price$22.43
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets21.95B
CGIIX vs CGNAX Comparison Chart in %
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CGIIX vs. CGNAX commentary
Dec 25, 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 CGIIX is a Hold and CGNAX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.9B vs. CGIIX (3.27B). CGNAX pays higher dividends than CGIIX: CGNAX (1.54) vs CGIIX (0.75). CGIIX was incepted earlier than CGNAX: CGIIX (28 years) vs CGNAX (14 years). CGIIX (0.80) is less costly to investors than CGNAX (0.69). CGIIX is a more actively managed with annual turnover of: 28.00 vs. CGNAX (10.00). CGNAX has a lower initial minimum investment than CGIIX: CGNAX (250) vs CGIIX (1000000). CGNAX annual gain was more profitable for investors over the last year : 13.88 vs. CGIIX (8.14). CGNAX return over 5 years is better than : 42.35 vs. CGIIX (36.16).
| CGIIX | CGNAX | CGIIX / CGNAX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.69 | 116% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 10.698 | 18.965 | 56% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 21.9B | 15% |
| Annual Yield % from dividends | 0.75 | 1.54 | 49% |
| Returns for 1 year | 8.14 | 13.88 | 59% |
| Returns for 3 years | 49.19 | 49.24 | 100% |
| Returns for 5 years | 36.16 | 42.35 | 85% |
| Returns for 10 years | 101.99 | 102.39 | 100% |
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