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CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$18.91
Change-$0.31 (-1.61%)
VolumeN/A
Net Assets21.55M
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
CADVX vs VTSMX Comparison Chart
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CADVX vs. VTSMX commentary
May 22, 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: 1.72T vs. CADVX (21.5M). VTSMX pays higher dividends than CADVX: VTSMX (1.26) 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 : 11.08 vs. CADVX (7.34). VTSMX return over 5 years is better than : 96.32 vs. CADVX (61.28).
| 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 | -0.421 | 0.767 | -55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 1.72T | 0% |
| Annual Yield % from dividends | 0.02 | 1.26 | 1% |
| Returns for 1 year | 7.34 | 11.08 | 66% |
| Returns for 3 years | 41.16 | 49.86 | 83% |
| Returns for 5 years | 61.28 | 96.32 | 64% |
| Returns for 10 years | 80.99 | 174.58 | 46% |
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