Ad is loading...
CVTRX vs FIQWX
CVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWX
Calamos Growth & Income A
Price$46.92
Change-$0.25 (-0.53%)
VolumeN/A
Net Assets2.75B
Fidelity Advisor Strategic Div & Inc Z
Price$16.73
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets5.03B
CVTRX vs FIQWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CVTRX vs. FIQWX 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 FIQWX is a Buy.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.03B vs. CVTRX (2.75B). FIQWX pays higher dividends than CVTRX: FIQWX (2.63) vs CVTRX (0.71). 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). FIQWX annual gain was more profitable for investors over the last year : 5.82 vs. CVTRX (4.41). CVTRX return over 5 years is better than : 52.26 vs. FIQWX (40.22).
| 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 | -3.576 | 0.694 | -515% |
| 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 | 2.63 | 27% |
| Returns for 1 year | 4.41 | 5.82 | 76% |
| Returns for 3 years | 17.29 | 11.88 | 145% |
| Returns for 5 years | 52.26 | 40.22 | 130% |
| Returns for 10 years | 66.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...