CSIEX vs. RGAGX

In the year-to-date period, CSIEX achieves a 1.64% return, which is significantly higher than RGAGX's 1.34% return. Over the past 10 years, CSIEX has outperformed RGAGX with an annualized return of 12.15%, while RGAGX has yielded a comparatively lower 6.06% annualized return.

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CSIEX has a 0.91% expense ratio, which is higher than RGAGX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calvert Equity Fund (CSIEX) and American Funds The Growth Fund of America Class R-6 (RGAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CSIEX Sharpe Ratio is 0.29, which is comparable to the RGAGX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of CSIEX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSIEX's dividend yield for the trailing twelve months is around 8.60%, less than RGAGX's 9.17% yield.

The maximum CSIEX drawdown since its inception was -50.80%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for CSIEX and RGAGX.

The current volatility for Calvert Equity Fund (CSIEX) is 3.90%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.18%. This indicates that CSIEX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.