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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets20.44M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
CADVX vs VTSMX Comparison Chart
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CADVX vs. VTSMX commentary
Apr 04, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CADVX (20.4M). VTSMX pays higher dividends than CADVX: VTSMX (1.25) vs CADVX (0.02). CADVX was incepted earlier than VTSMX: CADVX (12 years) vs VTSMX (33 years). CADVX (1.99) is less costly to investors than VTSMX (0.14). CADVX is a more actively managed with annual turnover of: 24.00 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 : 7.35 vs. CADVX (5.47). VTSMX return over 5 years is better than : 124.42 vs. CADVX (85.33).
| CADVX | VTSMX | CADVX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.99 | 0.14 | 1,421% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -4.318 | -4.752 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 1.81T | 0% |
| Annual Yield % from dividends | 0.02 | 1.25 | 1% |
| Returns for 1 year | 5.47 | 7.35 | 74% |
| Returns for 3 years | 17.22 | 21.00 | 82% |
| Returns for 5 years | 85.33 | 124.42 | 69% |
| Returns for 10 years | 79.57 | 166.40 | 48% |