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CVTRX vs RBEGX
CVTRX vs RBEGX Comparison
Open Charts CVTRX vs RBEGX
Calamos Growth & Income A
Price$56.11
Change-$1.07 (-1.87%)
VolumeN/A
Net Assets3.22B
American Funds Growth and Inc Port R2E
Price$21.74
Change-$0.31 (-1.41%)
VolumeN/A
Net Assets21.69B
CVTRX vs RBEGX Comparison Chart in %
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CVTRX vs. RBEGX commentary
Nov 14, 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 CVTRX is a StrongBuy and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.7B vs. CVTRX (3.22B). RBEGX pays higher dividends than CVTRX: RBEGX (1.16) vs CVTRX (0.55). CVTRX was incepted earlier than RBEGX: CVTRX (37 years) vs RBEGX (11 years). RBEGX (1.14) is less costly to investors than CVTRX (1.05). CVTRX is a more actively managed with annual turnover of: 28.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than CVTRX: RBEGX (250) vs CVTRX (2500). RBEGX annual gain was more profitable for investors over the last year : 12.07 vs. CVTRX (10.15). CVTRX return over 5 years is better than : 45.58 vs. RBEGX (37.55).
| CVTRX | RBEGX | CVTRX / RBEGX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | 15.506 | 16.949 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 21.7B | 15% |
| Annual Yield % from dividends | 0.55 | 1.16 | 48% |
| Returns for 1 year | 10.15 | 12.07 | 84% |
| Returns for 3 years | 46.30 | 43.42 | 107% |
| Returns for 5 years | 45.58 | 37.55 | 121% |
| Returns for 10 years | 101.67 | 76.94 | 132% |
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