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CGNGX vs CVTRX
CGNGX vs CVTRX Comparison
Open Charts CGNGX vs CVTRX
American Funds Growth and Inc PortABLE-A
Price$21.82
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets21.43B
Calamos Growth & Income A
Price$55.88
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets3.22B
CGNGX vs CVTRX Comparison Chart in %
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CGNGX vs. CVTRX commentary
Oct 19, 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 CGNGX is a Hold and CVTRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 21.4B vs. CVTRX (3.22B). CGNGX pays higher dividends than CVTRX: CGNGX (1.63) vs CVTRX (0.56). CGNGX was incepted earlier than CVTRX: CGNGX (7 years) vs CVTRX (37 years). CVTRX (1.05) is less costly to investors than CGNGX (0.62). CVTRX is a more actively managed with annual turnover of: 28.00 vs. CGNGX (10.00). CGNGX initial investment is less costly to investors than CVTRX (5%) vs CVTRX (5%). CGNGX has a lower initial minimum investment than CVTRX: CGNGX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 12.49 vs. CGNGX (10.97). CVTRX return over 5 years is better than : 49.59 vs. CGNGX (45.87).
| CGNGX | CVTRX | CGNGX / CVTRX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.05 | 59% |
| Fund Existence | 7 years | 37 years | - |
| Gain YTD | 15.539 | 15.033 | 103% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.22B | 665% |
| Annual Yield % from dividends | 1.63 | 0.56 | 291% |
| Returns for 1 year | 10.97 | 12.49 | 88% |
| Returns for 3 years | 54.73 | 53.07 | 103% |
| Returns for 5 years | 45.87 | 49.59 | 92% |
| Returns for 10 years | N/A | 102.66 | - |
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