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CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$18.91
Change-$0.31 (-1.61%)
VolumeN/A
Net Assets21.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
CADVX vs VSMPX Comparison Chart
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CADVX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CADVX (21.5M). VSMPX pays higher dividends than CADVX: VSMPX (1.37) vs CADVX (0.02). CADVX was incepted earlier than VSMPX: CADVX (12 years) vs VSMPX (10 years). CADVX (1.99) is less costly to investors than VSMPX (0.02). CADVX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). CADVX has a lower initial minimum investment than VSMPX: CADVX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. CADVX (7.34). VSMPX return over 5 years is better than : 96.40 vs. CADVX (61.28).
| CADVX | VSMPX | CADVX / VSMPX | |
| Total Expense Ratio | 1.35 | 0.02 | 6,750% |
| Annual Report Gross Expense Ratio | 1.99 | 0.02 | 9,950% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -0.421 | 0.781 | -54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 1.72T | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 1% |
| Returns for 1 year | 7.34 | 11.10 | 66% |
| Returns for 3 years | 41.16 | 49.92 | 82% |
| Returns for 5 years | 61.28 | 96.40 | 64% |
| Returns for 10 years | 80.99 | 166.44 | 49% |
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