Interact to see
Advertisement
Advertisement
CVTRX vs FCSDX
CVTRX vs FCSDX Comparison
Open Charts CVTRX vs FCSDX
Calamos Growth & Income A
Price$50.11
Change+$0.44 (+0.89%)
VolumeN/A
Net Assets2.88B
Fidelity Advisor Strategic Div & Inc C
Price$17.12
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets5.13B
CVTRX vs FCSDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CVTRX vs. FCSDX 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 CVTRX is a Buy and FCSDX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.13B vs. CVTRX (2.88B). FCSDX pays higher dividends than CVTRX: FCSDX (1.47) vs CVTRX (0.67). 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). CVTRX annual gain was more profitable for investors over the last year : 8.44 vs. FCSDX (5.10). CVTRX return over 5 years is better than : 45.89 vs. FCSDX (24.40).
| 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 | 2.980 | 2.407 | 124% |
| Front Load | 5% | 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 | 0.67 | 1.47 | 46% |
| Returns for 1 year | 8.44 | 5.10 | 165% |
| Returns for 3 years | 23.50 | 9.22 | 255% |
| Returns for 5 years | 45.89 | 24.40 | 188% |
| Returns for 10 years | 78.98 | 32.57 | 242% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement