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CVTRX vs FSDIX
CVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIX
Calamos Growth & Income A
Price$46.92
Change-$0.25 (-0.53%)
VolumeN/A
Net Assets2.75B
Fidelity Strategic Dividend & Income
Price$16.80
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets5.03B
CVTRX vs FSDIX Comparison Chart
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CVTRX vs. FSDIX 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 FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.03B vs. CVTRX (2.75B). FSDIX pays higher dividends than CVTRX: FSDIX (2.56) vs CVTRX (0.71). CVTRX was incepted earlier than FSDIX: CVTRX (37 years) vs FSDIX (21 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). FSDIX annual gain was more profitable for investors over the last year : 5.66 vs. CVTRX (4.41). CVTRX return over 5 years is better than : 52.26 vs. FSDIX (39.61).
| 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 | 21 years | - |
| Gain YTD | -3.576 | 0.619 | -577% |
| 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 | 2.56 | 28% |
| Returns for 1 year | 4.41 | 5.66 | 78% |
| Returns for 3 years | 17.29 | 11.55 | 150% |
| Returns for 5 years | 52.26 | 39.61 | 132% |
| Returns for 10 years | 66.76 | 37.24 | 179% |
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