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CGRGX vs IOEZX
CGRGX vs IOEZX Comparison
Open Charts CGRGX vs IOEZX
American Funds Growth Portfolio ABLE-F-2
Price$30.90
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets24.9B
ICON Equity Income Institutional
Price$18.08
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets41.93M
CGRGX vs IOEZX Comparison Chart in %
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CGRGX vs. IOEZX commentary
Dec 13, 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 CGRGX is a Hold and IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
CGRGX has more cash in the bank: 24.9B vs. IOEZX (41.9M). IOEZX pays higher dividends than CGRGX: IOEZX (3.65) vs CGRGX (0.58). CGRGX was incepted earlier than IOEZX: CGRGX (5 years) vs IOEZX (22 years). IOEZX (1.25) is less costly to investors than CGRGX (0.48). CGRGX has a lower initial minimum investment than IOEZX: CGRGX (250) vs IOEZX (1000). IOEZX annual gain was more profitable for investors over the last year : 11.74 vs. CGRGX (11.10). CGRGX return over 5 years is better than : 37.77 vs. IOEZX (16.62).
| CGRGX | IOEZX | CGRGX / IOEZX | |
| Total Expense Ratio | 0.43 | 1.25 | 34% |
| Annual Report Gross Expense Ratio | 0.48 | 1.25 | 38% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 21.701 | 15.663 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 41.9M | 59,427% |
| Annual Yield % from dividends | 0.58 | 3.65 | 16% |
| Returns for 1 year | 11.10 | 11.74 | 95% |
| Returns for 3 years | 56.79 | 26.31 | 216% |
| Returns for 5 years | 37.77 | 16.62 | 227% |
| Returns for 10 years | N/A | 83.10 | - |
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