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CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$19.68
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets20.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$271.30
Change+$0.85 (+0.31%)
VolumeN/A
Net Assets1.82T
CADVX vs VSMPX Comparison Chart
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CADVX vs. VSMPX commentary
Jun 13, 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: 1.82T vs. CADVX (21M). VSMPX pays higher dividends than CADVX: VSMPX (1.29) 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 : 11.14 vs. CADVX (9.35). VSMPX return over 5 years is better than : 93.11 vs. CADVX (63.41).
| 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 | 3.633 | 2.251 | 161% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 1.82T | 0% |
| Annual Yield % from dividends | 0.02 | 1.29 | 1% |
| Returns for 1 year | 9.35 | 11.14 | 84% |
| Returns for 3 years | 52.00 | 58.48 | 89% |
| Returns for 5 years | 63.41 | 93.11 | 68% |
| Returns for 10 years | 92.10 | 174.56 | 53% |
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