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CVTRX vs FCSDX
CVTRX vs FCSDX Comparison
Open Charts CVTRX vs FCSDX
Calamos Growth & Income A
Price$53.20
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets3.06B
Fidelity Advisor Strategic Div & Inc C
Price$17.54
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets5.21B
CVTRX vs FCSDX Comparison Chart in %
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CVTRX vs. FCSDX 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 CVTRX is a Buy and FCSDX is a Buy.
FUNDAMENTALS
Fundamentals
FCSDX has more cash in the bank: 5.21B vs. CVTRX (3.06B). FCSDX pays higher dividends than CVTRX: FCSDX (1.44) vs CVTRX (0.64). 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 : 14.26 vs. FCSDX (6.65). CVTRX return over 5 years is better than : 51.54 vs. FCSDX (27.23).
| 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 | 9.411 | 6.733 | 140% |
| Front Load | 5% | 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 | 0.64 | 1.44 | 44% |
| Returns for 1 year | 14.26 | 6.65 | 215% |
| Returns for 3 years | 33.71 | 15.38 | 219% |
| Returns for 5 years | 51.54 | 27.23 | 189% |
| Returns for 10 years | 88.21 | 38.17 | 231% |
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