Ad is loading...
CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$19.60
Change+$0.19 (+0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
CADVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CADVX vs. VTSMX commentary
Dec 23, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CADVX (21.6M). VTSMX pays higher dividends than CADVX: VTSMX (1.26) vs CADVX (0.21). CADVX was incepted earlier than VTSMX: CADVX (11 years) vs VTSMX (33 years). CADVX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CADVX has a lower initial minimum investment than VTSMX: CADVX (2500) vs VTSMX (3000). CADVX (25.16) and VTSMX (24.23) have marching annual gain over last year. VTSMX return over 5 years is better than : 79.24 vs. CADVX (55.28).
| CADVX | VTSMX | CADVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 24.761 | 23.596 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.21 | 1.26 | 17% |
| Returns for 1 year | 25.16 | 24.23 | 104% |
| Returns for 3 years | 23.33 | 24.14 | 97% |
| Returns for 5 years | 55.28 | 79.24 | 70% |
| Returns for 10 years | 93.86 | 184.08 | 51% |