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CVTCX vs FSDIX
CVTCX vs FSDIX Comparison
Open Charts CVTCX vs FSDIX
Calamos Growth & Income C
Price$53.06
Change+$0.18 (+0.34%)
VolumeN/A
Net Assets3.06B
Fidelity Strategic Dividend & Income
Price$17.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets5.21B
CVTCX vs FSDIX Comparison Chart in %
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CVTCX vs. FSDIX commentary
Jul 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 CVTCX is a Buy and FSDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. CVTCX (3.06B). 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). CVTCX annual gain was more profitable for investors over the last year : 14.13 vs. FSDIX (8.86). CVTCX return over 5 years is better than : 48.52 vs. FSDIX (36.58).
| 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 | 8.863 | 7.325 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 5.21B | 59% |
| Annual Yield % from dividends | 0.26 | 2.44 | 11% |
| Returns for 1 year | 14.13 | 8.86 | 160% |
| Returns for 3 years | 36.97 | 22.07 | 168% |
| Returns for 5 years | 48.52 | 36.58 | 133% |
| Returns for 10 years | 76.73 | 50.18 | 153% |
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