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CGIOX vs FSDIX
CGIOX vs FSDIX Comparison
Open Charts CGIOX vs FSDIX
Calamos Growth and Income R6
Price$44.80
Change+$0.20 (+0.45%)
VolumeN/A
Net Assets2.74B
Fidelity Strategic Dividend & Income
Price$16.86
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
CGIOX vs FSDIX Comparison Chart
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CGIOX vs. FSDIX commentary
May 09, 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: 5.03B vs. CGIOX (2.74B). FSDIX pays higher dividends than CGIOX: FSDIX (2.56) vs CGIOX (1.00). 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 (5.41) and CGIOX (5.24) have marching annual gain over last year.
| 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 | -2.736 | 0.619 | -442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 5.03B | 54% |
| Annual Yield % from dividends | 1.00 | 2.56 | 39% |
| Returns for 1 year | 5.24 | 5.41 | 97% |
| Returns for 3 years | 22.10 | 14.27 | 155% |
| Returns for 5 years | N/A | 37.41 | - |
| Returns for 10 years | N/A | 37.90 | - |
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