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CGNAX vs CVTRX
CGNAX vs CVTRX Comparison
Open Charts CGNAX vs CVTRX
American Funds Growth and Inc Port 529A
Price$21.73
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets21.95B
Calamos Growth & Income A
Price$54.27
Change-$2.12 (-3.76%)
VolumeN/A
Net Assets3.27B
CGNAX vs CVTRX Comparison Chart in %
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CGNAX vs. CVTRX 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 CGNAX is a Hold and CVTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 21.9B vs. CVTRX (3.27B). CGNAX pays higher dividends than CVTRX: CGNAX (1.63) vs CVTRX (0.33). CGNAX was incepted earlier than CVTRX: CGNAX (14 years) vs CVTRX (37 years). CVTRX (1.05) is less costly to investors than CGNAX (0.68). CVTRX is a more actively managed with annual turnover of: 36.00 vs. CGNAX (10.00). CVTRX initial investment is less costly to investors than CGNAX (4%) vs CGNAX (4%). CGNAX has a lower initial minimum investment than CVTRX: CGNAX (250) vs CVTRX (2500). CGNAX annual gain was more profitable for investors over the last year : 12.92 vs. CVTRX (9.49). CGNAX (33.62) and CVTRX (32.09) have equivalent 5 years return.
| CGNAX | CVTRX | CGNAX / CVTRX | |
| Total Expense Ratio | 0.68 | 1.05 | 65% |
| Annual Report Gross Expense Ratio | 0.68 | 1.05 | 65% |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | 2.163 | 1.973 | 110% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 3.27B | 670% |
| Annual Yield % from dividends | 1.63 | 0.33 | 488% |
| Returns for 1 year | 12.92 | 9.49 | 136% |
| Returns for 3 years | 43.58 | 41.37 | 105% |
| Returns for 5 years | 33.62 | 32.09 | 105% |
| Returns for 10 years | 115.95 | 121.98 | 95% |
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