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CGIOX vs CGNAX
CGIOX vs CGNAX Comparison
Open Charts CGIOX vs CGNAX
Calamos Growth and Income R6
Price$51.21
Change-$2.21 (-4.14%)
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
CGIOX vs CGNAX Comparison Chart in %
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CGIOX vs. CGNAX commentary
Feb 04, 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 CGIOX is a Hold and CGNAX is a Hold.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.9B vs. CGIOX (3.27B). CGNAX pays higher dividends than CGIOX: CGNAX (1.63) vs CGIOX (0.58). CGIOX was incepted earlier than CGNAX: CGIOX (6 years) vs CGNAX (14 years). CGIOX (0.73) is less costly to investors than CGNAX (0.68). CGIOX is a more actively managed with annual turnover of: 36.00 vs. CGNAX (10.00). CGIOX has a lower initial minimum investment than CGNAX: CGIOX (0) vs CGNAX (250). CGNAX annual gain was more profitable for investors over the last year : 12.92 vs. CGIOX (9.42). CGNAX (33.62) and CGIOX (32.15) have equivalent 5 years return.
| CGIOX | CGNAX | CGIOX / CGNAX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.73 | 0.68 | 107% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.992 | 2.163 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 21.9B | 15% |
| Annual Yield % from dividends | 0.58 | 1.63 | 36% |
| Returns for 1 year | 9.42 | 12.92 | 73% |
| Returns for 3 years | 41.63 | 43.58 | 96% |
| Returns for 5 years | 32.15 | 33.62 | 96% |
| Returns for 10 years | N/A | 115.95 | - |
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