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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$19.31
Change-$0.23 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CADVX vs VTSMX Comparison Chart
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CADVX vs. VTSMX commentary
Nov 18, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. CADVX (21.3M). 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). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. CADVX (24.15). VTSMX return over 5 years is better than : 83.72 vs. CADVX (41.75).
| 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 | 22.915 | 22.392 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 1.73T | 0% |
| Annual Yield % from dividends | 0.21 | 1.26 | 17% |
| Returns for 1 year | 24.15 | 30.52 | 79% |
| Returns for 3 years | 10.73 | 19.91 | 54% |
| Returns for 5 years | 41.75 | 83.72 | 50% |
| Returns for 10 years | 85.70 | 186.07 | 46% |