Interact to see
Advertisement
Advertisement
CGIIX vs CGNAX
CGIIX vs CGNAX Comparison
Open Charts CGIIX vs CGNAX
Calamos Growth & Income I
Price$51.17
Change-$2.22 (-4.16%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port 529A
Price$21.73
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets21.95B
CGIIX vs CGNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGIIX vs. CGNAX commentary
Feb 05, 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 CGIIX is a StrongBuy 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 (1.63) vs CGIIX (0.53). CGIIX was incepted earlier than CGNAX: CGIIX (28 years) vs CGNAX (14 years). CGIIX (0.80) is less costly to investors than CGNAX (0.68). CGIIX is a more actively managed with annual turnover of: 36.00 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 : 12.92 vs. CGIIX (9.32). CGNAX return over 5 years is better than : 33.62 vs. CGIIX (31.73).
| CGIIX | CGNAX | CGIIX / CGNAX | |
| Total Expense Ratio | 0.80 | 0.68 | 118% |
| Annual Report Gross Expense Ratio | 0.80 | 0.68 | 118% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 1.993 | 2.163 | 92% |
| 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 | 0.53 | 1.63 | 33% |
| Returns for 1 year | 9.32 | 12.92 | 72% |
| Returns for 3 years | 41.30 | 43.58 | 95% |
| Returns for 5 years | 31.73 | 33.62 | 94% |
| Returns for 10 years | 122.29 | 115.95 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers