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CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$19.60
Change+$0.19 (+0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
CADVX vs VSMPX Comparison Chart
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CADVX vs. VSMPX commentary
Dec 23, 2024
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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. CADVX (21.6M). VSMPX pays higher dividends than CADVX: VSMPX (1.36) vs CADVX (0.21). CADVX was incepted earlier than VSMPX: CADVX (11 years) vs VSMPX (10 years). CADVX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). CADVX has a lower initial minimum investment than VSMPX: CADVX (2500) vs VSMPX (100000000). CADVX (25.16) and VSMPX (24.28) have marching annual gain over last year. VSMPX return over 5 years is better than : 79.30 vs. CADVX (55.28).
| CADVX | VSMPX | CADVX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 24.761 | 23.652 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.21 | 1.36 | 16% |
| Returns for 1 year | 25.16 | 24.28 | 104% |
| Returns for 3 years | 23.33 | 24.19 | 96% |
| Returns for 5 years | 55.28 | 79.30 | 70% |
| Returns for 10 years | 93.86 | N/A | - |
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