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CADVX vs VFIAX
CADVX vs VFIAX Comparison
Open Charts CADVX vs VFIAX
Calamos Dividend Growth A
Price$20.73
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets22.3M
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
CADVX vs VFIAX Comparison Chart in %
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CADVX vs. VFIAX commentary
Sep 06, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. CADVX (22.3M). VFIAX pays higher dividends than CADVX: VFIAX (1.16) vs CADVX (0.01). CADVX was incepted earlier than VFIAX: CADVX (12 years) vs VFIAX (25 years). CADVX (1.99) is less costly to investors than VFIAX (0.04). CADVX is a more actively managed with annual turnover of: 24.00 vs. VFIAX (2.00). CADVX has a lower initial minimum investment than VFIAX: CADVX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.21 vs. CADVX (14.93). VFIAX return over 5 years is better than : 89.77 vs. CADVX (52.01).
| CADVX | VFIAX | CADVX / VFIAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 4,975% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.163 | 10.810 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 1.37T | 0% |
| Annual Yield % from dividends | 0.01 | 1.16 | 1% |
| Returns for 1 year | 14.93 | 18.21 | 82% |
| Returns for 3 years | 54.51 | 66.40 | 82% |
| Returns for 5 years | 52.01 | 89.77 | 58% |
| Returns for 10 years | 114.10 | 230.08 | 50% |
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