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CADVX vs VTSAX
CADVX vs VTSAX Comparison
Open Charts CADVX vs VTSAX
Calamos Dividend Growth A
Price$21.21
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets22.5M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CADVX vs VTSAX Comparison Chart in %
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CADVX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CADVX (22.5M). VTSAX pays higher dividends than CADVX: VTSAX (1.18) vs CADVX (0.01). CADVX was incepted earlier than VTSAX: CADVX (12 years) vs VTSAX (25 years). CADVX (1.99) is less costly to investors than VTSAX (0.04). CADVX is a more actively managed with annual turnover of: 24.00 vs. VTSAX (2.00). CADVX has a lower initial minimum investment than VTSAX: CADVX (2500) vs VTSAX (3000). VTSAX (16.53) and CADVX (16.49) have marching annual gain over last year. VTSAX return over 5 years is better than : 86.35 vs. CADVX (59.02).
| CADVX | VTSAX | CADVX / VTSAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 4,975% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 11.690 | 9.566 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 1.91T | 0% |
| Annual Yield % from dividends | 0.01 | 1.18 | 1% |
| Returns for 1 year | 16.49 | 16.53 | 100% |
| Returns for 3 years | 44.45 | 47.21 | 94% |
| Returns for 5 years | 59.02 | 86.35 | 68% |
| Returns for 10 years | 106.45 | 203.98 | 52% |
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