CVTRX
Price
$51.59
Change
+$0.30 (+0.58%)
Updated
Jun 27 closing price
Net Assets
2.96B
FIQWX
Price
$17.43
Change
+$0.04 (+0.23%)
Updated
Jun 27 closing price
Net Assets
5.13B
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CVTRX vs FIQWX

Header iconCVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWXBanner chart's image
Calamos Growth & Income A
Price$51.59
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets2.96B
Fidelity Advisor Strategic Div & Inc Z
Price$17.43
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets5.13B
CVTRX vs FIQWX Comparison Chart in %
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CVTRX vs. FIQWX commentary
Jun 28, 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 FIQWX is a Buy.

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FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.13B vs. CVTRX (2.96B). FIQWX pays higher dividends than CVTRX: FIQWX (2.57) vs CVTRX (0.67). CVTRX was incepted earlier than FIQWX: CVTRX (37 years) vs FIQWX (7 years). CVTRX (1.05) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FIQWX has a lower initial minimum investment than CVTRX: FIQWX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 9.26 vs. FIQWX (7.55). CVTRX return over 5 years is better than : 58.05 vs. FIQWX (40.70).
CVTRXFIQWXCVTRX / FIQWX
Total Expense Ratio1.050.56188%
Annual Report Gross Expense Ratio1.050.56188%
Fund Existence37 years7 years-
Gain YTD6.1004.292142%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.96B5.13B58%
Annual Yield % from dividends0.672.5726%
Returns for 1 year9.267.55123%
Returns for 3 years37.8821.23178%
Returns for 5 years58.0540.70143%
Returns for 10 years85.80N/A-
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