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CVTCX vs FTSDX
CVTCX vs FTSDX Comparison
Open Charts CVTCX vs FTSDX
Calamos Growth & Income C
Price$46.88
Change-$0.25 (-0.53%)
VolumeN/A
Net Assets2.75B
Fidelity Advisor Strategic Div & Inc M
Price$16.63
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets5.03B
CVTCX vs FTSDX Comparison Chart
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CVTCX vs. FTSDX commentary
May 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. CVTCX (2.75B). FTSDX pays higher dividends than CVTCX: FTSDX (2.04) vs CVTCX (0.29). CVTCX was incepted earlier than FTSDX: CVTCX (29 years) vs FTSDX (21 years). CVTCX (1.80) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. CVTCX (28.00). FTSDX has a lower initial minimum investment than CVTCX: FTSDX (0) vs CVTCX (2500). FTSDX annual gain was more profitable for investors over the last year : 5.09 vs. CVTCX (3.64). CVTCX return over 5 years is better than : 47.53 vs. FTSDX (35.82).
| CVTCX | FTSDX | CVTCX / FTSDX | |
| Total Expense Ratio | 1.80 | 1.17 | 154% |
| Annual Report Gross Expense Ratio | 1.80 | 1.17 | 154% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | -3.816 | 0.431 | -886% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 5.03B | 55% |
| Annual Yield % from dividends | 0.29 | 2.04 | 14% |
| Returns for 1 year | 3.64 | 5.09 | 71% |
| Returns for 3 years | 15.24 | 9.72 | 157% |
| Returns for 5 years | 47.53 | 35.82 | 133% |
| Returns for 10 years | 55.81 | 31.31 | 178% |
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