Ad is loading...
CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$17.26
Change-$0.91 (-5.01%)
VolumeN/A
Net Assets20.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
CADVX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CADVX vs. VSMPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. CADVX (20.6M). 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 : 8.06 vs. CADVX (5.47). VSMPX return over 5 years is better than : 126.31 vs. CADVX (85.33).
| 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 | -4.318 | -3.987 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6M | 1.81T | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 1% |
| Returns for 1 year | 5.47 | 8.06 | 68% |
| Returns for 3 years | 17.22 | 21.05 | 82% |
| Returns for 5 years | 85.33 | 126.31 | 68% |
| Returns for 10 years | 79.57 | N/A | - |