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CVTRX vs FTSDX
CVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDX
Calamos Growth & Income A
Price$51.59
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets2.96B
Fidelity Advisor Strategic Div & Inc M
Price$17.31
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets5.13B
CVTRX vs FTSDX Comparison Chart in %
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CVTRX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.13B vs. CVTRX (2.96B). FTSDX pays higher dividends than CVTRX: FTSDX (1.99) vs CVTRX (0.67). 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 : 9.26 vs. FTSDX (6.89). CVTRX return over 5 years is better than : 58.05 vs. FTSDX (36.32).
| 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 | 6.100 | 3.983 | 153% |
| Front Load | 5% | 4% | 136% |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 5.13B | 58% |
| Annual Yield % from dividends | 0.67 | 1.99 | 34% |
| Returns for 1 year | 9.26 | 6.89 | 134% |
| Returns for 3 years | 37.88 | 18.96 | 200% |
| Returns for 5 years | 58.05 | 36.32 | 160% |
| Returns for 10 years | 85.80 | 40.19 | 213% |
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