Interact to see
Advertisement
Advertisement
CGIOX vs FSDIX
CGIOX vs FSDIX Comparison
Open Charts CGIOX vs FSDIX
Calamos Growth and Income R6
Price$47.24
Change-$0.48 (-1.01%)
VolumeN/A
Net Assets2.89B
Fidelity Strategic Dividend & Income
Price$17.30
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
CGIOX vs FSDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGIOX vs. FSDIX commentary
Jun 15, 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 CGIOX is a StrongBuy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. CGIOX (2.89B). FSDIX pays higher dividends than CGIOX: FSDIX (2.50) vs CGIOX (0.95). CGIOX was incepted earlier than FSDIX: CGIOX (5 years) vs FSDIX (21 years). CGIOX (0.73) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. CGIOX (28.00). CGIOX (0) and FSDIX (0) have matching initial minimum investment requirements. FSDIX annual gain was more profitable for investors over the last year : 7.11 vs. CGIOX (6.44).
| CGIOX | FSDIX | CGIOX / FSDIX | |
| Total Expense Ratio | 0.73 | 0.63 | 116% |
| Annual Report Gross Expense Ratio | 0.73 | 0.63 | 116% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 2.562 | 3.306 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 5.13B | 56% |
| Annual Yield % from dividends | 0.95 | 2.50 | 38% |
| Returns for 1 year | 6.44 | 7.11 | 91% |
| Returns for 3 years | 35.09 | 23.18 | 151% |
| Returns for 5 years | N/A | 37.33 | - |
| Returns for 10 years | N/A | 43.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement