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CVTRX vs FTSDX
CVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDX
Calamos Growth & Income A
Price$46.92
Change-$0.25 (-0.53%)
VolumeN/A
Net Assets2.75B
Fidelity Advisor Strategic Div & Inc M
Price$16.63
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets5.03B
CVTRX vs FTSDX Comparison Chart
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CVTRX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. CVTRX (2.75B). FTSDX pays higher dividends than CVTRX: FTSDX (2.04) vs CVTRX (0.71). 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). FTSDX annual gain was more profitable for investors over the last year : 5.09 vs. CVTRX (4.41). CVTRX return over 5 years is better than : 52.26 vs. FTSDX (35.82).
| 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 | 21 years | - |
| Gain YTD | -3.576 | 0.431 | -830% |
| Front Load | 5% | 4% | 136% |
| 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 | 2.04 | 35% |
| Returns for 1 year | 4.41 | 5.09 | 87% |
| Returns for 3 years | 17.29 | 9.72 | 178% |
| Returns for 5 years | 52.26 | 35.82 | 146% |
| Returns for 10 years | 66.76 | 31.31 | 213% |
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