Interact to see
Advertisement
Advertisement
CVTRX vs FSDIX
CVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIX
Calamos Growth & Income A
Price$52.59
Change+$0.07 (+0.13%)
VolumeN/A
Net Assets3.03B
Fidelity Strategic Dividend & Income
Price$17.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.21B
CVTRX vs FSDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CVTRX vs. FSDIX commentary
Jul 19, 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: 5.21B vs. CVTRX (3.03B). FSDIX pays higher dividends than CVTRX: FSDIX (2.44) vs CVTRX (0.64). 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 : 10.12 vs. FSDIX (5.99). CVTRX return over 5 years is better than : 50.98 vs. FSDIX (35.46).
| 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 | 8.013 | 6.303 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 5.21B | 58% |
| Annual Yield % from dividends | 0.64 | 2.44 | 26% |
| Returns for 1 year | 10.12 | 5.99 | 169% |
| Returns for 3 years | 40.74 | 23.79 | 171% |
| Returns for 5 years | 50.98 | 35.46 | 144% |
| Returns for 10 years | 83.93 | 47.31 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JSGZX | 16.51 | 0.21 | +1.29% |
| JPMorgan Small Cap Growth R2 | |||
| AGCWX | 19.41 | 0.14 | +0.73% |
| American Century Global Small Cap R | |||
| PICMX | 63.19 | 0.40 | +0.64% |
| Virtus KAR Mid-Cap Growth I | |||
| VDIGX | 36.22 | 0.07 | +0.19% |
| Vanguard Dividend Growth Inv | |||
| TEMMX | 15.09 | 0.02 | +0.13% |
| Templeton Emerging Markets Small Cap A | |||