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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$20.57
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets21.77M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CADVX vs VTSMX Comparison Chart in %
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CADVX vs. VTSMX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CADVX (21.8M). VTSMX pays higher dividends than CADVX: VTSMX (1.12) vs CADVX (0.01). 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 : 12.91 vs. CADVX (10.90). VTSMX return over 5 years is better than : 93.92 vs. CADVX (64.38).
| 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 | 7.267 | 5.513 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.01 | 1.12 | 1% |
| Returns for 1 year | 10.90 | 12.91 | 84% |
| Returns for 3 years | 54.71 | 60.70 | 90% |
| Returns for 5 years | 64.38 | 93.92 | 69% |
| Returns for 10 years | 101.12 | 195.50 | 52% |