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CADVX vs VSTSX
CADVX vs VSTSX Comparison
Open Charts CADVX vs VSTSX
Calamos Dividend Growth A
Price$18.91
Change-$0.31 (-1.61%)
VolumeN/A
Net Assets21.55M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
CADVX vs VSTSX Comparison Chart
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CADVX vs. VSTSX commentary
May 22, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. CADVX (21.5M). VSTSX pays higher dividends than CADVX: VSTSX (1.38) vs CADVX (0.02). CADVX was incepted earlier than VSTSX: CADVX (12 years) vs VSTSX (9 years). CADVX (1.99) is less costly to investors than VSTSX (0.01). CADVX is a more actively managed with annual turnover of: 24.00 vs. VSTSX (2.00). CADVX has a lower initial minimum investment than VSTSX: CADVX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.12 vs. CADVX (7.34). VSTSX return over 5 years is better than : 96.47 vs. CADVX (61.28).
| CADVX | VSTSX | CADVX / VSTSX | |
| Total Expense Ratio | 1.35 | 0.01 | 13,500% |
| Annual Report Gross Expense Ratio | 1.99 | 0.01 | 19,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -0.421 | 0.785 | -54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 1.72T | 0% |
| Annual Yield % from dividends | 0.02 | 1.38 | 1% |
| Returns for 1 year | 7.34 | 11.12 | 66% |
| Returns for 3 years | 41.16 | 49.97 | 82% |
| Returns for 5 years | 61.28 | 96.47 | 64% |
| Returns for 10 years | 80.99 | N/A | - |
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