CADVX
Price
$18.91
Change
-$0.31 (-1.61%)
Updated
May 21 closing price
Net Assets
21.55M
FXAIX
Price
$203.26
Change
-$3.33 (-1.61%)
Updated
May 21 closing price
Net Assets
593.97B
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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$18.91
Change-$0.31 (-1.61%)
VolumeN/A
Net Assets21.55M
Fidelity 500 Index
Price$203.26
Change-$3.33 (-1.61%)
VolumeN/A
Net Assets593.97B
CADVX vs FXAIX Comparison Chart
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CADVX vs. FXAIX commentary
May 22, 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 Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. CADVX (21.5M). FXAIX pays higher dividends than CADVX: FXAIX (1.34) 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 : 13.10 vs. CADVX (7.34). FXAIX return over 5 years is better than : 116.74 vs. CADVX (61.28).
CADVXFXAIXCADVX / FXAIX
Total Expense Ratio1.350.019,000%
Annual Report Gross Expense Ratio1.990.0113,267%
Fund Existence12 years14 years-
Gain YTD-0.4211.498-28%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.5M594B0%
Annual Yield % from dividends0.021.341%
Returns for 1 year7.3413.1056%
Returns for 3 years41.1659.3469%
Returns for 5 years61.28116.7452%
Returns for 10 years80.99205.4439%
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