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CVTRX vs FSDIX
CVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIX
Calamos Growth & Income A
Price$51.59
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets2.96B
Fidelity Strategic Dividend & Income
Price$17.50
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets5.13B
CVTRX vs FSDIX Comparison Chart in %
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CVTRX vs. FSDIX 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.13B vs. CVTRX (2.96B). FSDIX pays higher dividends than CVTRX: FSDIX (2.50) vs CVTRX (0.67). CVTRX was incepted earlier than FSDIX: CVTRX (37 years) vs FSDIX (22 years). CVTRX (1.05) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FSDIX has a lower initial minimum investment than CVTRX: FSDIX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 9.26 vs. FSDIX (7.52). CVTRX return over 5 years is better than : 58.05 vs. FSDIX (40.17).
| CVTRX | FSDIX | CVTRX / FSDIX | |
| Total Expense Ratio | 1.05 | 0.63 | 167% |
| Annual Report Gross Expense Ratio | 1.05 | 0.63 | 167% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 6.100 | 4.262 | 143% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 5.13B | 58% |
| Annual Yield % from dividends | 0.67 | 2.50 | 27% |
| Returns for 1 year | 9.26 | 7.52 | 123% |
| Returns for 3 years | 37.88 | 20.98 | 181% |
| Returns for 5 years | 58.05 | 40.17 | 145% |
| Returns for 10 years | 85.80 | 46.51 | 184% |
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