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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$18.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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CADVX vs VTSMX Comparison Chart
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CADVX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CADVX (20.8M). VTSMX pays higher dividends than CADVX: VTSMX (1.26) vs CADVX (0.21). CADVX was incepted earlier than VTSMX: CADVX (11 years) vs VTSMX (32 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 : 25.89 vs. CADVX (20.06). VTSMX return over 5 years is better than : 82.93 vs. CADVX (40.57).
| CADVX | VTSMX | CADVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 17.187 | 16.884 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 1.72T | 0% |
| Annual Yield % from dividends | 0.21 | 1.26 | 17% |
| Returns for 1 year | 20.06 | 25.89 | 78% |
| Returns for 3 years | 12.32 | 21.33 | 58% |
| Returns for 5 years | 40.57 | 82.93 | 49% |
| Returns for 10 years | 76.08 | 178.97 | 43% |
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