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CVTRX vs FTSDX
CVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDX
Calamos Growth & Income A
Price$52.59
Change+$0.07 (+0.13%)
VolumeN/A
Net Assets3.03B
Fidelity Advisor Strategic Div & Inc M
Price$17.50
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.21B
CVTRX vs FTSDX Comparison Chart in %
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CVTRX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. CVTRX (3.03B). FTSDX pays higher dividends than CVTRX: FTSDX (1.95) vs CVTRX (0.64). CVTRX was incepted earlier than FTSDX: CVTRX (37 years) vs FTSDX (22 years). FTSDX (1.17) is less costly to investors than CVTRX (1.05). FTSDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). CVTRX initial investment is less costly to investors than FTSDX (4%) vs FTSDX (4%). FTSDX has a lower initial minimum investment than CVTRX: FTSDX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 10.12 vs. FTSDX (5.42). CVTRX return over 5 years is better than : 50.98 vs. FTSDX (31.77).
| CVTRX | FTSDX | CVTRX / FTSDX | |
| Total Expense Ratio | 1.05 | 1.17 | 90% |
| Annual Report Gross Expense Ratio | 1.05 | 1.17 | 90% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 8.013 | 6.030 | 133% |
| Front Load | 5% | 4% | 136% |
| 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 | 1.95 | 33% |
| Returns for 1 year | 10.12 | 5.42 | 187% |
| Returns for 3 years | 40.74 | 21.83 | 187% |
| Returns for 5 years | 50.98 | 31.77 | 160% |
| Returns for 10 years | 83.93 | 40.76 | 206% |
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