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CVTRX vs FSIDX
CVTRX vs FSIDX Comparison
Open Charts CVTRX vs FSIDX
Calamos Growth & Income A
Price$50.11
Change+$0.44 (+0.89%)
VolumeN/A
Net Assets2.88B
Fidelity Advisor Strategic Div & Inc I
Price$17.28
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets5.13B
CVTRX vs FSIDX Comparison Chart
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CVTRX vs. FSIDX 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 FSIDX is a Buy.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. CVTRX (2.88B). FSIDX pays higher dividends than CVTRX: FSIDX (2.47) vs CVTRX (0.67). CVTRX was incepted earlier than FSIDX: CVTRX (37 years) vs FSIDX (21 years). CVTRX (1.05) is less costly to investors than FSIDX (0.67). FSIDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FSIDX has a lower initial minimum investment than CVTRX: FSIDX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 8.44 vs. FSIDX (6.16). CVTRX return over 5 years is better than : 45.89 vs. FSIDX (30.96).
| CVTRX | FSIDX | CVTRX / FSIDX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.05 | 0.67 | 157% |
| Fund Existence | 37 years | 21 years | - |
| Gain YTD | 2.980 | 2.834 | 105% |
| 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 | 2.47 | 27% |
| Returns for 1 year | 8.44 | 6.16 | 137% |
| Returns for 3 years | 23.50 | 12.56 | 187% |
| Returns for 5 years | 45.89 | 30.96 | 148% |
| Returns for 10 years | 78.98 | 42.79 | 185% |
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