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CVAIX
Price
$24.11
Change
+$0.05 (+0.21%)
Updated
Nov 22 closing price
FXAIX
Price
$207.67
Change
+$0.72 (+0.35%)
Updated
Nov 22 closing price
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CVAIX vs FXAIX

Header iconCVAIX vs FXAIX Comparison
Open Charts CVAIX vs FXAIXBanner chart's image
Calamos Select Fund I
Price$24.11
Change+$0.05 (+0.21%)
VolumeN/A
CapitalizationN/A
Fidelity 500 Index
Price$207.67
Change+$0.72 (+0.35%)
VolumeN/A
CapitalizationN/A
CVAIX vs FXAIX Comparison Chart
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CVAIX vs. FXAIX commentary
Nov 23, 2024

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 CVAIX is a Buy and FXAIX is a StrongSell.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. CVAIX (58.7M). FXAIX pays higher dividends than CVAIX: FXAIX (1.31) vs CVAIX (0.02). CVAIX was incepted earlier than FXAIX: CVAIX (23 years) vs FXAIX (14 years). CVAIX is a more actively managed with annual turnover of: 55.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CVAIX: FXAIX (0) vs CVAIX (1000000). FXAIX annual gain was more profitable for investors over the last year : 32.38 vs. CVAIX (25.93). FXAIX return over 5 years is better than : 105.67 vs. CVAIX (62.87).
CVAIXFXAIXCVAIX / FXAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years14 years-
Gain YTD25.37826.25697%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets58.7M593B0%
Annual Yield % from dividends0.021.311%
Returns for 1 year25.9332.3880%
Returns for 3 years12.6133.0438%
Returns for 5 years62.87105.6759%
Returns for 10 years63.67212.2430%
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