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CADVX vs VSMPX
CADVX vs VSMPX Comparison
Open Charts CADVX vs VSMPX
Calamos Dividend Growth A
Price$19.81
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets22.23M
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.93
Change+$1.41 (+0.51%)
VolumeN/A
Net Assets1.78T
CADVX vs VSMPX Comparison Chart
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CADVX vs. VSMPX commentary
Jan 24, 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: 1.78T vs. CADVX (22.2M). 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). VSMPX annual gain was more profitable for investors over the last year : 25.50 vs. CADVX (22.70). VSMPX return over 5 years is better than : 81.55 vs. CADVX (52.52).
| 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 | 3.686 | 4.290 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 1.78T | 0% |
| Annual Yield % from dividends | 0.21 | 1.36 | 16% |
| Returns for 1 year | 22.70 | 25.50 | 89% |
| Returns for 3 years | 30.64 | 36.45 | 84% |
| Returns for 5 years | 52.52 | 81.55 | 64% |
| Returns for 10 years | 94.22 | N/A | - |
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