CVTRX
Price
$51.59
Change
+$0.30 (+0.58%)
Updated
Jun 27 closing price
Net Assets
2.96B
FSIDX
Price
$17.42
Change
+$0.03 (+0.17%)
Updated
Jun 27 closing price
Net Assets
5.13B
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CVTRX vs FSIDX

Header iconCVTRX vs FSIDX Comparison
Open Charts CVTRX vs FSIDXBanner chart's image
Calamos Growth & Income A
Price$51.59
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets2.96B
Fidelity Advisor Strategic Div & Inc I
Price$17.42
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets5.13B
CVTRX vs FSIDX Comparison Chart in %
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CVTRX vs. FSIDX 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 FSIDX is a Buy.

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FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. CVTRX (2.96B). FSIDX pays higher dividends than CVTRX: FSIDX (2.47) vs CVTRX (0.67). CVTRX was incepted earlier than FSIDX: CVTRX (37 years) vs FSIDX (22 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 : 9.26 vs. FSIDX (7.45). CVTRX return over 5 years is better than : 58.05 vs. FSIDX (39.85).
CVTRXFSIDXCVTRX / FSIDX
Total Expense Ratio1.050.67157%
Annual Report Gross Expense Ratio1.050.67157%
Fund Existence37 years22 years-
Gain YTD6.1004.273143%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.96B5.13B58%
Annual Yield % from dividends0.672.4727%
Returns for 1 year9.267.45124%
Returns for 3 years37.8820.80182%
Returns for 5 years58.0539.85146%
Returns for 10 years85.8046.01186%
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