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CVTRX vs RGQFX
CVTRX vs RGQFX Comparison
Open Charts CVTRX vs RGQFX
Calamos Growth & Income A
Price$55.88
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets3.22B
American Funds Growth and Inc Port R5E
Price$21.75
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets21.43B
CVTRX vs RGQFX Comparison Chart in %
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CVTRX vs. RGQFX commentary
Oct 19, 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 RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.4B vs. CVTRX (3.22B). RGQFX pays higher dividends than CVTRX: RGQFX (1.76) vs CVTRX (0.56). 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). CVTRX annual gain was more profitable for investors over the last year : 12.49 vs. RGQFX (11.04). CVTRX return over 5 years is better than : 49.59 vs. RGQFX (42.85).
| 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 | 15.033 | 15.586 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 21.4B | 15% |
| Annual Yield % from dividends | 0.56 | 1.76 | 32% |
| Returns for 1 year | 12.49 | 11.04 | 113% |
| Returns for 3 years | 53.07 | 54.04 | 98% |
| Returns for 5 years | 49.59 | 42.85 | 116% |
| Returns for 10 years | 102.66 | N/A | - |
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