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CGIOX vs RBEGX
CGIOX vs RBEGX Comparison
Open Charts CGIOX vs RBEGX
Calamos Growth and Income R6
Price$51.21
Change-$2.21 (-4.14%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R2E
Price$21.65
Change-$0.16 (-0.73%)
VolumeN/A
Net Assets21.95B
CGIOX vs RBEGX Comparison Chart in %
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CGIOX vs. RBEGX 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 RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. CGIOX (3.27B). RBEGX pays higher dividends than CGIOX: RBEGX (1.22) vs CGIOX (0.58). CGIOX was incepted earlier than RBEGX: CGIOX (6 years) vs RBEGX (11 years). RBEGX (1.14) is less costly to investors than CGIOX (0.73). CGIOX is a more actively managed with annual turnover of: 36.00 vs. RBEGX (10.00). CGIOX has a lower initial minimum investment than RBEGX: CGIOX (0) vs RBEGX (250). RBEGX annual gain was more profitable for investors over the last year : 12.35 vs. CGIOX (9.42). CGIOX return over 5 years is better than : 32.15 vs. RBEGX (29.00).
| CGIOX | RBEGX | CGIOX / RBEGX | |
| Total Expense Ratio | 0.73 | 1.14 | 64% |
| Annual Report Gross Expense Ratio | 0.73 | 1.14 | 64% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 1.992 | 2.123 | 94% |
| Front Load | N/A | N/A | - |
| 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 | 1.22 | 48% |
| Returns for 1 year | 9.42 | 12.35 | 76% |
| Returns for 3 years | 41.63 | 41.65 | 100% |
| Returns for 5 years | 32.15 | 29.00 | 111% |
| Returns for 10 years | N/A | 90.22 | - |
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