Ad is loading...
CGIOX vs FTSDX
CGIOX vs FTSDX Comparison
Open Charts CGIOX vs FTSDX
Calamos Growth and Income R6
Price$44.80
Change+$0.20 (+0.45%)
VolumeN/A
Net Assets2.74B
Fidelity Advisor Strategic Div & Inc M
Price$16.69
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.03B
CGIOX vs FTSDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGIOX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. CGIOX (2.74B). FTSDX pays higher dividends than CGIOX: FTSDX (2.04) vs CGIOX (1.00). CGIOX was incepted earlier than FTSDX: CGIOX (5 years) vs FTSDX (21 years). FTSDX (1.17) is less costly to investors than CGIOX (0.73). FTSDX is a more actively managed with annual turnover of: 36.00 vs. CGIOX (28.00). CGIOX (0) and FTSDX (0) have matching initial minimum investment requirements. CGIOX annual gain was more profitable for investors over the last year : 5.24 vs. FTSDX (4.83).
| CGIOX | FTSDX | CGIOX / FTSDX | |
| Total Expense Ratio | 0.73 | 1.17 | 62% |
| Annual Report Gross Expense Ratio | 0.73 | 1.17 | 62% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | -2.736 | 0.431 | -635% |
| Front Load | N/A | 4% | - |
| 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 | 2.04 | 49% |
| Returns for 1 year | 5.24 | 4.83 | 108% |
| Returns for 3 years | 22.10 | 12.35 | 179% |
| Returns for 5 years | N/A | 33.66 | - |
| Returns for 10 years | N/A | 32.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...