CVAIX
Price
$22.60
Change
-$1.48 (-6.15%)
Updated
Dec 23 closing price
FXAIX
Price
$207.34
Change
+$1.51 (+0.73%)
Updated
Dec 23 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$22.60
Change-$1.48 (-6.15%)
VolumeN/A
CapitalizationN/A
Fidelity 500 Index
Price$207.34
Change+$1.51 (+0.73%)
VolumeN/A
CapitalizationN/A
CVAIX vs FXAIX Comparison Chart
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CVAIX vs. FXAIX commentary
Dec 24, 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 StrongBuy and FXAIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. CVAIX (58.5M). 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 (26.66) and CVAIX (25.94) have marching annual gain over last year. FXAIX return over 5 years is better than : 99.23 vs. CVAIX (57.16).
CVAIXFXAIXCVAIX / FXAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years14 years-
Gain YTD25.48226.01998%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M632B0%
Annual Yield % from dividends0.021.311%
Returns for 1 year25.9426.6697%
Returns for 3 years23.8333.6071%
Returns for 5 years57.1699.2358%
Returns for 10 years77.06209.8437%
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