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CVTRX vs FCSDX
CVTRX vs FCSDX Comparison
Open Charts CVTRX vs FCSDX
Calamos Growth & Income A
Price$54.29
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets3.12B
Fidelity Advisor Strategic Div & Inc C
Price$17.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.3B
CVTRX vs FCSDX Comparison Chart in %
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CVTRX vs. FCSDX commentary
Sep 09, 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: 5.3B vs. CVTRX (3.12B). FCSDX pays higher dividends than CVTRX: FCSDX (1.42) vs CVTRX (0.62). CVTRX was incepted earlier than FCSDX: CVTRX (37 years) vs FCSDX (22 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 : 17.60 vs. FCSDX (6.08). CVTRX return over 5 years is better than : 48.66 vs. FCSDX (27.64).
| 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 | 22 years | - |
| Gain YTD | 11.653 | 8.004 | 146% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 5.3B | 59% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | 17.60 | 6.08 | 289% |
| Returns for 3 years | 38.09 | 18.15 | 210% |
| Returns for 5 years | 48.66 | 27.64 | 176% |
| Returns for 10 years | 101.18 | 48.06 | 211% |
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