Ad is loading...
CADVX vs VTSMX
CADVX vs VTSMX Comparison
Open Charts CADVX vs VTSMX
Calamos Dividend Growth A
Price$19.81
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets22.23M
Vanguard Total Stock Mkt Idx I
Price$147.04
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
CADVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CADVX vs. VTSMX commentary
Jan 24, 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: 1.78T vs. CADVX (22.2M). VTSMX pays higher dividends than CADVX: VTSMX (1.26) vs CADVX (0.21). CADVX was incepted earlier than VTSMX: CADVX (11 years) vs VTSMX (33 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 : 24.81 vs. CADVX (22.70). VTSMX return over 5 years is better than : 80.56 vs. CADVX (52.52).
| CADVX | VTSMX | CADVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 3.686 | 3.752 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 1.78T | 0% |
| Annual Yield % from dividends | 0.21 | 1.26 | 17% |
| Returns for 1 year | 22.70 | 24.81 | 91% |
| Returns for 3 years | 30.64 | 36.40 | 84% |
| Returns for 5 years | 52.52 | 80.56 | 65% |
| Returns for 10 years | 94.22 | 194.81 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BFTIX | 63.15 | 0.72 | +1.15% |
| Baron Fifth Avenue Growth Instl | |||
| RIVGX | 16.94 | 0.04 | +0.24% |
| American Funds International Vntg R-6 | |||
| FLSPX | 14.01 | N/A | N/A |
| Meeder Spectrum Retail | |||
| RSMMX | 10.54 | N/A | N/A |
| Victory RS Small Cap Equity Member | |||
| UBVUX | 86.05 | -0.91 | -1.05% |
| Undiscovered Managers Behavioral Val R4 | |||