Ad is loading...
CCDVX vs VTSMX
CCDVX vs VTSMX Comparison
Open Charts CCDVX vs VTSMX
Calamos Dividend Growth C
Price$18.14
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets21.87M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
CCDVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CCDVX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. CCDVX (21.9M). VTSMX pays higher dividends than CCDVX: VTSMX (1.26) vs CCDVX (0.07). CCDVX was incepted earlier than VTSMX: CCDVX (11 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 : 25.24 vs. CCDVX (21.66). VTSMX return over 5 years is better than : 76.07 vs. CCDVX (41.83).
| CCDVX | VTSMX | CCDVX / 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 | 2.025 | 2.241 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.07 | 1.26 | 5% |
| Returns for 1 year | 21.66 | 25.24 | 86% |
| Returns for 3 years | 20.62 | 28.94 | 71% |
| Returns for 5 years | 41.83 | 76.07 | 55% |
| Returns for 10 years | 77.22 | 194.99 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...