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CADVX vs VFFSX
CADVX vs VFFSX Comparison
Open Charts CADVX vs VFFSX
Calamos Dividend Growth A
Price$18.91
Change-$0.31 (-1.61%)
VolumeN/A
Net Assets21.55M
Vanguard 500 Index Institutional Select
Price$286.42
Change-$4.69 (-1.61%)
VolumeN/A
Net Assets1.33T
CADVX vs VFFSX Comparison Chart
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CADVX vs. VFFSX 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 VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.34T vs. CADVX (21.5M). VFFSX pays higher dividends than CADVX: VFFSX (1.37) vs CADVX (0.02). CADVX was incepted earlier than VFFSX: CADVX (12 years) vs VFFSX (9 years). CADVX (1.99) is less costly to investors than VFFSX (0.01). CADVX is a more actively managed with annual turnover of: 24.00 vs. VFFSX (2.00). CADVX has a lower initial minimum investment than VFFSX: CADVX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 11.68 vs. CADVX (7.34). VFFSX return over 5 years is better than : 100.98 vs. CADVX (61.28).
| CADVX | VFFSX | CADVX / VFFSX | |
| Total Expense Ratio | 1.35 | 0.01 | 13,500% |
| Annual Report Gross Expense Ratio | 1.99 | 0.01 | 19,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -0.421 | 1.182 | -36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 1.34T | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 1% |
| Returns for 1 year | 7.34 | 11.68 | 63% |
| Returns for 3 years | 41.16 | 52.40 | 79% |
| Returns for 5 years | 61.28 | 100.98 | 61% |
| Returns for 10 years | 80.99 | N/A | - |
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