CVTRX
Price
$50.11
Change
+$0.44 (+0.89%)
Updated
Jun 6 closing price
Net Assets
2.88B
FTSDX
Price
$17.17
Change
+$0.13 (+0.76%)
Updated
Jun 6 closing price
Net Assets
5.13B
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CVTRX vs FTSDX

Header iconCVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDXBanner chart's image
Calamos Growth & Income A
Price$50.11
Change+$0.44 (+0.89%)
VolumeN/A
Net Assets2.88B
Fidelity Advisor Strategic Div & Inc M
Price$17.17
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets5.13B
CVTRX vs FTSDX Comparison Chart
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CVTRX vs. FTSDX 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 FTSDX is a Buy.

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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. CVTRX (2.88B). FTSDX pays higher dividends than CVTRX: FTSDX (1.99) vs CVTRX (0.67). CVTRX was incepted earlier than FTSDX: CVTRX (37 years) vs FTSDX (21 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 : 8.44 vs. FTSDX (5.66). CVTRX return over 5 years is better than : 45.89 vs. FTSDX (27.59).
CVTRXFTSDXCVTRX / FTSDX
Total Expense Ratio1.051.1790%
Annual Report Gross Expense Ratio1.051.1790%
Fund Existence37 years21 years-
Gain YTD2.9802.598115%
Front Load5%4%136%
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.88B5.13B56%
Annual Yield % from dividends0.671.9934%
Returns for 1 year8.445.66149%
Returns for 3 years23.5010.86216%
Returns for 5 years45.8927.59166%
Returns for 10 years78.9837.16213%
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