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CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$21.21
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets22.5M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
CADVX vs VSMPX Comparison Chart in %
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CADVX vs. VSMPX commentary
Aug 16, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CADVX (22.5M). VSMPX pays higher dividends than CADVX: VSMPX (1.20) vs CADVX (0.01). 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 (16.53) and CADVX (16.49) have marching annual gain over last year. VSMPX return over 5 years is better than : 86.39 vs. CADVX (59.02).
| 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 | 11.690 | 9.572 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.01 | 1.20 | 1% |
| Returns for 1 year | 16.49 | 16.53 | 100% |
| Returns for 3 years | 44.45 | 47.25 | 94% |
| Returns for 5 years | 59.02 | 86.39 | 68% |
| Returns for 10 years | 106.45 | 194.33 | 55% |
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