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CADVX vs VSTSX
CADVX vs VSTSX Comparison
Open Charts CADVX vs VSTSX
Calamos Dividend Growth A
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets20.23M
Vanguard Total Stock Mkt Idx Instl Sel
Price$261.62
Change+$0.23 (+0.09%)
VolumeN/A
Net Assets1.7T
CADVX vs VSTSX Comparison Chart
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CADVX vs. VSTSX commentary
May 01, 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: 1.7T vs. CADVX (20.2M). VSTSX pays higher dividends than CADVX: VSTSX (1.37) 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 : 9.83 vs. CADVX (7.68). VSTSX return over 5 years is better than : 93.21 vs. CADVX (61.00).
| 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 | -5.319 | -5.843 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 1.7T | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 1% |
| Returns for 1 year | 7.68 | 9.83 | 78% |
| Returns for 3 years | 26.94 | 32.14 | 84% |
| Returns for 5 years | 61.00 | 93.21 | 65% |
| Returns for 10 years | 73.86 | N/A | - |
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