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CVTRX vs FCSDX
CVTRX vs FCSDX Comparison
Open Charts CVTRX vs FCSDX
Calamos Growth & Income A
Price$49.83
Change-$0.52 (-1.03%)
VolumeN/A
Net Assets2.89B
Fidelity Advisor Strategic Div & Inc C
Price$17.06
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets5.13B
CVTRX vs FCSDX Comparison Chart
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CVTRX vs. FCSDX commentary
Jun 16, 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 FCSDX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.13B vs. CVTRX (2.89B). FCSDX pays higher dividends than CVTRX: FCSDX (1.47) vs CVTRX (0.67). CVTRX was incepted earlier than FCSDX: CVTRX (37 years) vs FCSDX (21 years). FCSDX (1.67) is less costly to investors than CVTRX (1.05). FCSDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FCSDX has a lower initial minimum investment than CVTRX: FCSDX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 6.30 vs. FCSDX (5.98). CVTRX return over 5 years is better than : 51.38 vs. FCSDX (30.04).
| CVTRX | FCSDX | CVTRX / FCSDX | |
| Total Expense Ratio | 1.05 | 1.67 | 63% |
| Annual Report Gross Expense Ratio | 1.05 | 1.67 | 63% |
| Fund Existence | 37 years | 21 years | - |
| Gain YTD | 2.404 | 2.829 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 5.13B | 56% |
| Annual Yield % from dividends | 0.67 | 1.47 | 46% |
| Returns for 1 year | 6.30 | 5.98 | 105% |
| Returns for 3 years | 34.89 | 19.32 | 181% |
| Returns for 5 years | 51.38 | 30.04 | 171% |
| Returns for 10 years | 76.99 | 32.28 | 238% |
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