CVTRX
Price
$52.33
Change
+$0.47 (+0.91%)
Updated
Jul 3 closing price
Net Assets
3.02B
FIQWX
Price
$17.72
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
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CVTRX vs FIQWX

Header iconCVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWXBanner chart's image
Calamos Growth & Income A
Price$52.33
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets3.02B
Fidelity Advisor Strategic Div & Inc Z
Price$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
CVTRX vs FIQWX Comparison Chart in %
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CVTRX vs. FIQWX 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 CVTRX is a Buy and FIQWX is a Buy.

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FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.21B vs. CVTRX (3.02B). FIQWX pays higher dividends than CVTRX: FIQWX (2.51) vs CVTRX (0.64). CVTRX was incepted earlier than FIQWX: CVTRX (37 years) vs FIQWX (7 years). CVTRX (1.05) is less costly to investors than FIQWX (0.56). FIQWX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FIQWX has a lower initial minimum investment than CVTRX: FIQWX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 9.97 vs. FIQWX (9.40). CVTRX return over 5 years is better than : 54.42 vs. FIQWX (39.23).
CVTRXFIQWXCVTRX / FIQWX
Total Expense Ratio1.050.56188%
Annual Report Gross Expense Ratio1.050.56188%
Fund Existence37 years7 years-
Gain YTD7.6226.271122%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.02B5.21B58%
Annual Yield % from dividends0.642.5125%
Returns for 1 year9.979.40106%
Returns for 3 years40.1223.00174%
Returns for 5 years54.4239.23139%
Returns for 10 years88.41N/A-
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