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CVTRX vs RGQFX
CVTRX vs RGQFX Comparison
Open Charts CVTRX vs RGQFX
Calamos Growth & Income A
Price$54.27
Change-$2.12 (-3.76%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc Port R5E
Price$21.71
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets21.95B
CVTRX vs RGQFX Comparison Chart in %
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CVTRX vs. RGQFX 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 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 (1.82) vs CVTRX (0.33). CVTRX was incepted earlier than RGQFX: CVTRX (37 years) vs RGQFX (10 years). CVTRX (1.05) is less costly to investors than RGQFX (0.48). CVTRX is a more actively managed with annual turnover of: 36.00 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 : 13.10 vs. CVTRX (9.49). RGQFX (32.55) and CVTRX (32.09) have equivalent 5 years return.
| CVTRX | RGQFX | CVTRX / RGQFX | |
| Total Expense Ratio | 1.05 | 0.48 | 219% |
| Annual Report Gross Expense Ratio | 1.05 | 0.48 | 219% |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 1.973 | 2.165 | 91% |
| 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 | 1.82 | 18% |
| Returns for 1 year | 9.49 | 13.10 | 72% |
| Returns for 3 years | 41.37 | 44.46 | 93% |
| Returns for 5 years | 32.09 | 32.55 | 99% |
| Returns for 10 years | 121.98 | 96.06 | 127% |
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