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CVTCX vs FSDIX
CVTCX vs FSDIX Comparison
Open Charts CVTCX vs FSDIX
Calamos Growth & Income C
Price$52.26
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets3.02B
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
CVTCX vs FSDIX Comparison Chart in %
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CVTCX vs. FSDIX 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 CVTCX is a Buy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. CVTCX (3.02B). FSDIX pays higher dividends than CVTCX: FSDIX (2.44) vs CVTCX (0.26). CVTCX was incepted earlier than FSDIX: CVTCX (29 years) vs FSDIX (22 years). CVTCX (1.80) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. CVTCX (28.00). FSDIX has a lower initial minimum investment than CVTCX: FSDIX (0) vs CVTCX (2500). FSDIX (9.35) and CVTCX (9.17) have marching annual gain over last year. CVTCX return over 5 years is better than : 49.66 vs. FSDIX (38.70).
| CVTCX | FSDIX | CVTCX / FSDIX | |
| Total Expense Ratio | 1.80 | 0.63 | 286% |
| Annual Report Gross Expense Ratio | 1.80 | 0.63 | 286% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 7.222 | 6.232 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 5.21B | 58% |
| Annual Yield % from dividends | 0.26 | 2.44 | 11% |
| Returns for 1 year | 9.17 | 9.35 | 98% |
| Returns for 3 years | 37.48 | 22.76 | 165% |
| Returns for 5 years | 49.66 | 38.70 | 128% |
| Returns for 10 years | 76.04 | 49.60 | 153% |
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