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CVTRX vs FIQWX
CVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWX
Calamos Growth & Income A
Price$50.11
Change+$0.44 (+0.89%)
VolumeN/A
Net Assets2.88B
Fidelity Advisor Strategic Div & Inc Z
Price$17.29
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets5.13B
CVTRX vs FIQWX Comparison Chart
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CVTRX vs. FIQWX 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 FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.13B vs. CVTRX (2.88B). 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 : 8.44 vs. FIQWX (6.26). CVTRX return over 5 years is better than : 45.89 vs. FIQWX (31.67).
| CVTRX | FIQWX | CVTRX / FIQWX | |
| Total Expense Ratio | 1.05 | 0.56 | 188% |
| Annual Report Gross Expense Ratio | 1.05 | 0.56 | 188% |
| Fund Existence | 37 years | 7 years | - |
| Gain YTD | 2.980 | 2.853 | 104% |
| 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 | 2.57 | 26% |
| Returns for 1 year | 8.44 | 6.26 | 135% |
| Returns for 3 years | 23.50 | 12.97 | 181% |
| Returns for 5 years | 45.89 | 31.67 | 145% |
| Returns for 10 years | 78.98 | N/A | - |
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