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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$19.68
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets20.95M
Vanguard Total Stock Mkt Idx I
Price$144.55
Change+$0.45 (+0.31%)
VolumeN/A
Net Assets1.82T
CADVX vs VTSMX Comparison Chart
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CADVX vs. VTSMX commentary
Jun 13, 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 (21M). VTSMX pays higher dividends than CADVX: VTSMX (1.18) 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 : 11.11 vs. CADVX (9.35). VTSMX return over 5 years is better than : 93.03 vs. CADVX (63.41).
| 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 | 3.633 | 2.228 | 163% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 1.82T | 0% |
| Annual Yield % from dividends | 0.02 | 1.18 | 1% |
| Returns for 1 year | 9.35 | 11.11 | 84% |
| Returns for 3 years | 52.00 | 58.40 | 89% |
| Returns for 5 years | 63.41 | 93.03 | 68% |
| Returns for 10 years | 92.10 | 182.94 | 50% |
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