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CIDVX vs VTSMX
CIDVX vs VTSMX Comparison
Open Charts CIDVX vs VTSMX
Calamos Dividend Growth I
Price$20.71
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets21.84M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CIDVX vs VTSMX Comparison Chart in %
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CIDVX vs. VTSMX commentary
Jul 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 CIDVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CIDVX (21.8M). VTSMX pays higher dividends than CIDVX: VTSMX (1.12) vs CIDVX (0.07). CIDVX was incepted earlier than VTSMX: CIDVX (12 years) vs VTSMX (33 years). CIDVX (1.74) is less costly to investors than VTSMX (0.14). CIDVX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CIDVX: VTSMX (3000) vs CIDVX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. CIDVX (12.28). VTSMX return over 5 years is better than : 95.59 vs. CIDVX (68.02).
| CIDVX | VTSMX | CIDVX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.74 | 0.14 | 1,243% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 8.429 | 6.421 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.07 | 1.12 | 7% |
| Returns for 1 year | 12.28 | 13.89 | 88% |
| Returns for 3 years | 57.36 | 62.08 | 92% |
| Returns for 5 years | 68.02 | 95.59 | 71% |
| Returns for 10 years | 108.06 | 198.05 | 55% |
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