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CGNGX vs CVTRX
CGNGX vs CVTRX Comparison
Open Charts CGNGX vs CVTRX
American Funds Growth and Inc PortABLE-A
Price$21.59
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets20.53B
Calamos Growth & Income A
Price$54.29
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets3.12B
CGNGX vs CVTRX Comparison Chart in %
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CGNGX vs. CVTRX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 20.5B vs. CVTRX (3.12B). CGNGX pays higher dividends than CVTRX: CGNGX (1.66) vs CVTRX (0.62). 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 : 17.60 vs. CGNGX (15.72). CVTRX (48.66) and CGNGX (46.68) have equivalent 5 years return.
| 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 | 13.967 | 11.653 | 120% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 3.12B | 657% |
| Annual Yield % from dividends | 1.66 | 0.62 | 269% |
| Returns for 1 year | 15.72 | 17.60 | 89% |
| Returns for 3 years | 41.95 | 38.09 | 110% |
| Returns for 5 years | 46.68 | 48.66 | 96% |
| Returns for 10 years | N/A | 101.18 | - |
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