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CVTRX vs FCSDX
CVTRX vs FCSDX Comparison
Open Charts CVTRX vs FCSDX
Calamos Growth & Income A
Price$46.92
Change-$0.25 (-0.53%)
VolumeN/A
Net Assets2.75B
Fidelity Advisor Strategic Div & Inc C
Price$16.59
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets5.03B
CVTRX vs FCSDX Comparison Chart
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CVTRX vs. FCSDX 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 CVTRX is a Buy and FCSDX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.03B vs. CVTRX (2.75B). FCSDX pays higher dividends than CVTRX: FCSDX (1.50) vs CVTRX (0.71). CVTRX was incepted earlier than FCSDX: CVTRX (37 years) vs FCSDX (21 years). FCSDX (1.67) is less costly to investors than CVTRX (1.05). FCSDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FCSDX has a lower initial minimum investment than CVTRX: FCSDX (0) vs CVTRX (2500). FCSDX (4.59) and CVTRX (4.41) have marching annual gain over last year. CVTRX return over 5 years is better than : 52.26 vs. FCSDX (32.36).
| CVTRX | FCSDX | CVTRX / FCSDX | |
| Total Expense Ratio | 1.05 | 1.67 | 63% |
| Annual Report Gross Expense Ratio | 1.05 | 1.67 | 63% |
| Fund Existence | 37 years | 21 years | - |
| Gain YTD | -3.576 | 0.297 | -1,202% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 5.03B | 55% |
| Annual Yield % from dividends | 0.71 | 1.50 | 47% |
| Returns for 1 year | 4.41 | 4.59 | 96% |
| Returns for 3 years | 17.29 | 8.10 | 213% |
| Returns for 5 years | 52.26 | 32.36 | 162% |
| Returns for 10 years | 66.76 | 26.98 | 247% |
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