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CADVX vs VFINX
CADVX vs VFINX Comparison
Open Charts CADVX vs VFINX
Calamos Dividend Growth A
Price$20.73
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets22.3M
Vanguard 500 Index Investor
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
CADVX vs VFINX Comparison Chart in %
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CADVX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. CADVX (22.3M). VFINX pays higher dividends than CADVX: VFINX (1.07) vs CADVX (0.01). CADVX was incepted earlier than VFINX: CADVX (12 years) vs VFINX (49 years). CADVX (1.99) is less costly to investors than VFINX (0.14). CADVX is a more actively managed with annual turnover of: 24.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CADVX: VFINX (0) vs CADVX (2500). VFINX annual gain was more profitable for investors over the last year : 18.21 vs. CADVX (14.93). VFINX return over 5 years is better than : 89.77 vs. CADVX (52.01).
| CADVX | VFINX | CADVX / VFINX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.99 | 0.14 | 1,421% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 9.163 | 10.792 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 1.37T | 0% |
| Annual Yield % from dividends | 0.01 | 1.07 | 1% |
| Returns for 1 year | 14.93 | 18.21 | 82% |
| Returns for 3 years | 54.51 | 66.39 | 82% |
| Returns for 5 years | 52.01 | 89.77 | 58% |
| Returns for 10 years | 114.10 | 230.12 | 50% |
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