Ad is loading...
CADVX vs FXAIX
CADVX vs FXAIX Comparison
Open Charts CADVX vs FXAIX
Calamos Dividend Growth A
Price$17.26
Change-$0.91 (-5.01%)
VolumeN/A
Net Assets20.57M
CADVX vs FXAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CADVX vs. FXAIX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. CADVX (20.6M). FXAIX pays higher dividends than CADVX: FXAIX (1.30) vs CADVX (0.02). CADVX was incepted earlier than FXAIX: CADVX (12 years) vs FXAIX (14 years). CADVX (1.99) is less costly to investors than FXAIX (0.01). CADVX is a more actively managed with annual turnover of: 24.00 vs. FXAIX (2.00). 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 : 10.29 vs. CADVX (5.35). FXAIX return over 5 years is better than : 146.07 vs. CADVX (85.33).
| CADVX | FXAIX | CADVX / FXAIX | |
| Total Expense Ratio | 1.35 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 1.99 | 0.01 | 13,267% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -4.318 | -3.262 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6M | 598B | 0% |
| Annual Yield % from dividends | 0.02 | 1.30 | 1% |
| Returns for 1 year | 5.35 | 10.29 | 52% |
| Returns for 3 years | 16.39 | 29.57 | 55% |
| Returns for 5 years | 85.33 | 146.07 | 58% |
| Returns for 10 years | 78.37 | 197.24 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...