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CVTRX vs RGNBX
CVTRX vs RGNBX Comparison
Open Charts CVTRX vs RGNBX
Calamos Growth & Income A
Price$53.86
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R2
Price$22.20
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets21.95B
CVTRX vs RGNBX Comparison Chart in %
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CVTRX vs. RGNBX commentary
Dec 27, 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 RGNBX is a Hold.
FUNDAMENTALS
Fundamentals
RGNBX has more cash in the bank: 21.9B vs. CVTRX (3.27B). RGNBX pays higher dividends than CVTRX: RGNBX (0.93) vs CVTRX (0.55). CVTRX was incepted earlier than RGNBX: CVTRX (37 years) vs RGNBX (14 years). RGNBX (1.40) is less costly to investors than CVTRX (1.05). CVTRX is a more actively managed with annual turnover of: 28.00 vs. RGNBX (10.00). RGNBX has a lower initial minimum investment than CVTRX: RGNBX (250) vs CVTRX (2500). RGNBX annual gain was more profitable for investors over the last year : 13.01 vs. CVTRX (8.31). CVTRX (36.54) and RGNBX (35.94) have equivalent 5 years return.
| CVTRX | RGNBX | CVTRX / RGNBX | |
| Total Expense Ratio | 1.05 | 1.40 | 75% |
| Annual Report Gross Expense Ratio | 1.05 | 1.40 | 75% |
| Fund Existence | 37 years | 14 years | - |
| Gain YTD | 10.874 | 18.225 | 60% |
| 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 | 0.93 | 59% |
| Returns for 1 year | 8.31 | 13.01 | 64% |
| Returns for 3 years | 49.66 | 45.53 | 109% |
| Returns for 5 years | 36.54 | 35.94 | 102% |
| Returns for 10 years | 100.28 | 79.94 | 125% |
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