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CGIOX vs FTSDX
CGIOX vs FTSDX Comparison
Open Charts CGIOX vs FTSDX
Calamos Growth and Income R6
Price$50.37
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets3.06B
Fidelity Advisor Strategic Div & Inc M
Price$17.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
CGIOX vs FTSDX Comparison Chart in %
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CGIOX vs. FTSDX commentary
Jul 27, 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: 5.21B vs. CGIOX (3.06B). FTSDX pays higher dividends than CGIOX: FTSDX (1.95) vs CGIOX (0.91). CGIOX was incepted earlier than FTSDX: CGIOX (5 years) vs FTSDX (22 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 : 15.13 vs. FTSDX (8.24). CGIOX return over 5 years is better than : 53.82 vs. FTSDX (32.79).
| 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 | 22 years | - |
| Gain YTD | 9.533 | 6.999 | 136% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 5.21B | 59% |
| Annual Yield % from dividends | 0.91 | 1.95 | 46% |
| Returns for 1 year | 15.13 | 8.24 | 184% |
| Returns for 3 years | 39.97 | 20.05 | 199% |
| Returns for 5 years | 53.82 | 32.79 | 164% |
| Returns for 10 years | N/A | 43.55 | - |
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