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CCDVX vs VTSMX
CCDVX vs VTSMX Comparison
Open Charts CCDVX vs VTSMX
Calamos Dividend Growth C
Price$14.97
Change-$0.20 (-1.32%)
VolumeN/A
Net Assets18.39M
Vanguard Total Stock Mkt Idx I
Price$118.54
Change-$2.02 (-1.68%)
VolumeN/A
Net Assets1.7T
CCDVX vs VTSMX Comparison Chart
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CCDVX vs. VTSMX commentary
Apr 10, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CCDVX (18.4M). VTSMX pays higher dividends than CCDVX: VTSMX (1.25) vs CCDVX (0.00). CCDVX was incepted earlier than VTSMX: CCDVX (12 years) vs VTSMX (33 years). CCDVX (2.74) is less costly to investors than VTSMX (0.14). CCDVX is a more actively managed with annual turnover of: 24.00 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 : -3.66 vs. CCDVX (-7.76). VTSMX return over 5 years is better than : 78.40 vs. CCDVX (39.47).
| CCDVX | VTSMX | CCDVX / VTSMX | |
| Total Expense Ratio | 2.10 | 0.14 | 1,500% |
| Annual Report Gross Expense Ratio | 2.74 | 0.14 | 1,957% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -15.804 | -14.472 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -7.76 | -3.66 | 212% |
| Returns for 3 years | 2.47 | 10.58 | 23% |
| Returns for 5 years | 39.47 | 78.40 | 50% |
| Returns for 10 years | 42.38 | 135.47 | 31% |
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