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CVTCX vs FSDIX
CVTCX vs FSDIX Comparison
Open Charts CVTCX vs FSDIX
Calamos Growth & Income C
Price$49.60
Change-$0.19 (-0.38%)
VolumeN/A
Net Assets2.88B
Fidelity Strategic Dividend & Income
Price$17.22
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets5.13B
CVTCX vs FSDIX Comparison Chart
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CVTCX vs. FSDIX commentary
Jun 07, 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 CVTCX is a Buy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. CVTCX (2.88B). FSDIX pays higher dividends than CVTCX: FSDIX (2.50) vs CVTCX (0.27). CVTCX was incepted earlier than FSDIX: CVTCX (29 years) vs FSDIX (21 years). CVTCX (1.80) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. CVTCX (28.00). FSDIX has a lower initial minimum investment than CVTCX: FSDIX (0) vs CVTCX (2500). CVTCX (6.66) and FSDIX (6.35) have marching annual gain over last year. CVTCX return over 5 years is better than : 40.16 vs. FSDIX (31.43).
| CVTCX | FSDIX | CVTCX / FSDIX | |
| Total Expense Ratio | 1.80 | 0.63 | 286% |
| Annual Report Gross Expense Ratio | 1.80 | 0.63 | 286% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 1.764 | 3.008 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 5.13B | 56% |
| Annual Yield % from dividends | 0.27 | 2.50 | 11% |
| Returns for 1 year | 6.66 | 6.35 | 105% |
| Returns for 3 years | 21.31 | 13.98 | 152% |
| Returns for 5 years | 40.16 | 31.43 | 128% |
| Returns for 10 years | 65.77 | 43.44 | 151% |
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