CADVX
Price
$19.42
Change
-$0.35 (-1.77%)
Updated
Feb 21 closing price
Net Assets
21.44M
FXAIX
Price
$209.13
Change
-$3.62 (-1.70%)
Updated
Feb 21 closing price
Net Assets
638.76B
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CADVX vs FXAIX

Header iconCADVX vs FXAIX Comparison
Open Charts CADVX vs FXAIXBanner chart's image
Calamos Dividend Growth A
Price$19.42
Change-$0.35 (-1.77%)
VolumeN/A
Net Assets21.44M
Fidelity 500 Index
Price$209.13
Change-$3.62 (-1.70%)
VolumeN/A
Net Assets638.76B
CADVX vs FXAIX Comparison Chart
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CADVX vs. FXAIX commentary
Feb 23, 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 CADVX is a Buy and FXAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. CADVX (21.4M). FXAIX pays higher dividends than CADVX: FXAIX (1.31) vs CADVX (0.21). CADVX was incepted earlier than FXAIX: CADVX (12 years) vs FXAIX (14 years). CADVX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CADVX: FXAIX (0) vs CADVX (2500). FXAIX annual gain was more profitable for investors over the last year : 19.81 vs. CADVX (15.20). FXAIX return over 5 years is better than : 94.76 vs. CADVX (48.60).
CADVXFXAIXCADVX / FXAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years14 years-
Gain YTD2.2642.41994%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.4M639B0%
Annual Yield % from dividends0.211.3116%
Returns for 1 year15.2019.8177%
Returns for 3 years30.8446.2667%
Returns for 5 years48.6094.7651%
Returns for 10 years87.78208.8142%
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