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CVTRX vs RGQFX
CVTRX vs RGQFX Comparison
Open Charts CVTRX vs RGQFX
Calamos Growth & Income A
Price$53.86
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R5E
Price$22.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
CVTRX vs RGQFX Comparison Chart in %
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CVTRX vs. RGQFX 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 RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.9B vs. CVTRX (3.27B). RGQFX pays higher dividends than CVTRX: RGQFX (1.72) vs CVTRX (0.55). CVTRX was incepted earlier than RGQFX: CVTRX (37 years) vs RGQFX (10 years). CVTRX (1.05) is less costly to investors than RGQFX (0.47). CVTRX is a more actively managed with annual turnover of: 28.00 vs. RGQFX (10.00). RGQFX has a lower initial minimum investment than CVTRX: RGQFX (250) vs CVTRX (2500). RGQFX annual gain was more profitable for investors over the last year : 14.11 vs. CVTRX (8.31). RGQFX return over 5 years is better than : 41.31 vs. CVTRX (36.54).
| CVTRX | RGQFX | CVTRX / RGQFX | |
| Total Expense Ratio | 1.05 | 0.47 | 223% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 10.874 | 19.252 | 56% |
| 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 | 1.72 | 32% |
| Returns for 1 year | 8.31 | 14.11 | 59% |
| Returns for 3 years | 49.66 | 49.33 | 101% |
| Returns for 5 years | 36.54 | 41.31 | 88% |
| Returns for 10 years | 100.28 | 87.76 | 114% |
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