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CVTRX vs RBEGX
CVTRX vs RBEGX Comparison
Open Charts CVTRX vs RBEGX
Calamos Growth & Income A
Price$53.86
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R2E
Price$22.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
CVTRX vs RBEGX Comparison Chart in %
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CVTRX vs. RBEGX commentary
Dec 28, 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 Hold 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 (1.14) 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 : 13.37 vs. CVTRX (8.31). RBEGX (37.54) and CVTRX (36.54) have equivalent 5 years return.
| 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 | 10.874 | 18.540 | 59% |
| 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 | 0.55 | 1.14 | 48% |
| Returns for 1 year | 8.31 | 13.37 | 62% |
| Returns for 3 years | 49.66 | 46.66 | 106% |
| Returns for 5 years | 36.54 | 37.54 | 97% |
| Returns for 10 years | 100.28 | 82.27 | 122% |
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