Interact to see
Advertisement
Advertisement
CIDVX vs VTSMX
CIDVX vs VTSMX Comparison
Open Charts CIDVX vs VTSMX
Calamos Dividend Growth I
Price$21.08
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets22.36M
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
CIDVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIDVX vs. VTSMX commentary
Jul 29, 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: 1.91T vs. CIDVX (22.4M). 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). CIDVX (17.07) and VTSMX (16.38) have marching annual gain over last year. VTSMX return over 5 years is better than : 90.61 vs. CIDVX (64.79).
| 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 | 10.366 | 8.280 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 1.91T | 0% |
| Annual Yield % from dividends | 0.07 | 1.12 | 7% |
| Returns for 1 year | 17.07 | 16.38 | 104% |
| Returns for 3 years | 49.42 | 52.46 | 94% |
| Returns for 5 years | 64.79 | 90.61 | 72% |
| Returns for 10 years | 107.81 | 198.96 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement