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CIDVX vs VTSMX
CIDVX vs VTSMX Comparison
Open Charts CIDVX vs VTSMX
Calamos Dividend Growth I
Price$21.21
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets22.19M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
CIDVX vs VTSMX Comparison Chart in %
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CIDVX vs. VTSMX commentary
Aug 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 CIDVX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CIDVX (22.2M). VTSMX pays higher dividends than CIDVX: VTSMX (1.09) vs CIDVX (0.07). CIDVX was incepted earlier than VTSMX: CIDVX (12 years) vs VTSMX (33 years). CIDVX (1.74) is less costly to investors than VTSMX (0.14). CIDVX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CIDVX: VTSMX (3000) vs CIDVX (1000000). CIDVX annual gain was more profitable for investors over the last year : 21.09 vs. VTSMX (18.89). VTSMX return over 5 years is better than : 83.74 vs. CIDVX (61.05).
| CIDVX | VTSMX | CIDVX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.74 | 0.14 | 1,243% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 11.047 | 7.350 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.07 | 1.09 | 7% |
| Returns for 1 year | 21.09 | 18.89 | 112% |
| Returns for 3 years | 50.77 | 50.92 | 100% |
| Returns for 5 years | 61.05 | 83.74 | 73% |
| Returns for 10 years | 111.67 | 199.27 | 56% |