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CVTRX vs RBEGX
CVTRX vs RBEGX Comparison
Open Charts CVTRX vs RBEGX
Calamos Growth & Income A
Price$54.27
Change-$2.12 (-3.76%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R2E
Price$21.65
Change-$0.16 (-0.73%)
VolumeN/A
Net Assets21.95B
CVTRX vs RBEGX Comparison Chart in %
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CVTRX vs. RBEGX 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 CVTRX is a StrongBuy and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. CVTRX (3.27B). RBEGX pays higher dividends than CVTRX: RBEGX (1.22) vs CVTRX (0.33). 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: 36.00 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 : 12.35 vs. CVTRX (9.49). CVTRX return over 5 years is better than : 32.09 vs. RBEGX (29.00).
| 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 | 1.973 | 2.123 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 21.9B | 15% |
| Annual Yield % from dividends | 0.33 | 1.22 | 27% |
| Returns for 1 year | 9.49 | 12.35 | 77% |
| Returns for 3 years | 41.37 | 41.65 | 99% |
| Returns for 5 years | 32.09 | 29.00 | 111% |
| Returns for 10 years | 121.98 | 90.22 | 135% |
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