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CCDVX vs VTSMX
CCDVX vs VTSMX Comparison
Open Charts CCDVX vs VTSMX
Calamos Dividend Growth C
Price$18.16
Change-$0.33 (-1.78%)
VolumeN/A
Net Assets21.76M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
CCDVX vs VTSMX Comparison Chart
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CCDVX vs. VTSMX commentary
Feb 23, 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 CCDVX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CCDVX (21.8M). VTSMX pays higher dividends than CCDVX: VTSMX (1.26) vs CCDVX (0.07). CCDVX was incepted earlier than VTSMX: CCDVX (12 years) vs VTSMX (33 years). CCDVX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CCDVX has a lower initial minimum investment than VTSMX: CCDVX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 19.83 vs. CCDVX (14.14). VTSMX return over 5 years is better than : 78.15 vs. CCDVX (41.98).
| CCDVX | VTSMX | CCDVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 2.137 | 4.057 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.84T | 0% |
| Annual Yield % from dividends | 0.07 | 1.26 | 5% |
| Returns for 1 year | 14.14 | 19.83 | 71% |
| Returns for 3 years | 27.62 | 39.38 | 70% |
| Returns for 5 years | 41.98 | 78.15 | 54% |
| Returns for 10 years | 72.07 | 185.46 | 39% |
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