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CGIIX vs RBEGX
CGIIX vs RBEGX Comparison
Open Charts CGIIX vs RBEGX
Calamos Growth & Income I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R2E
Price$22.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
CGIIX vs RBEGX Comparison Chart in %
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CGIIX vs. RBEGX commentary
Dec 27, 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 RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. CGIIX (3.27B). RBEGX pays higher dividends than CGIIX: RBEGX (1.14) vs CGIIX (0.75). CGIIX was incepted earlier than RBEGX: CGIIX (28 years) vs RBEGX (11 years). RBEGX (1.14) is less costly to investors than CGIIX (0.80). CGIIX is a more actively managed with annual turnover of: 28.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than CGIIX: RBEGX (250) vs CGIIX (1000000). RBEGX annual gain was more profitable for investors over the last year : 13.37 vs. CGIIX (8.14). RBEGX (37.48) and CGIIX (36.16) have equivalent 5 years return.
| CGIIX | RBEGX | CGIIX / RBEGX | |
| Total Expense Ratio | 0.80 | 1.14 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.14 | 70% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 10.698 | 18.487 | 58% |
| Front Load | N/A | N/A | - |
| 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 | 1.14 | 66% |
| Returns for 1 year | 8.14 | 13.37 | 61% |
| Returns for 3 years | 49.19 | 46.32 | 106% |
| Returns for 5 years | 36.16 | 37.48 | 96% |
| Returns for 10 years | 101.99 | 77.10 | 132% |
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