CVTRX
Price
$52.33
Change
+$0.47 (+0.91%)
Updated
Jul 3 closing price
Net Assets
3.02B
FSDIX
Price
$17.79
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
Interact to see
Advertisement

CVTRX vs FSDIX

Header iconCVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIXBanner chart's image
Calamos Growth & Income A
Price$52.33
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets3.02B
Fidelity Strategic Dividend & Income
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
CVTRX vs FSDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CVTRX vs. FSDIX 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 FSDIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.21B vs. CVTRX (3.02B). FSDIX pays higher dividends than CVTRX: FSDIX (2.44) vs CVTRX (0.64). CVTRX was incepted earlier than FSDIX: CVTRX (37 years) vs FSDIX (22 years). CVTRX (1.05) is less costly to investors than FSDIX (0.63). FSDIX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FSDIX has a lower initial minimum investment than CVTRX: FSDIX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 9.97 vs. FSDIX (9.35). CVTRX return over 5 years is better than : 54.42 vs. FSDIX (38.70).
CVTRXFSDIXCVTRX / FSDIX
Total Expense Ratio1.050.63167%
Annual Report Gross Expense Ratio1.050.63167%
Fund Existence37 years22 years-
Gain YTD7.6226.232122%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.02B5.21B58%
Annual Yield % from dividends0.642.4426%
Returns for 1 year9.979.35107%
Returns for 3 years40.1222.76176%
Returns for 5 years54.4238.70141%
Returns for 10 years88.4149.60178%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CGIOX49.570.44
+0.90%
Calamos Growth and Income R6
TCAGX8.970.05
+0.56%
Timothy Plan Small/Mid Cap Growth Cl C
HFDCX17.940.10
+0.56%
Hartford Schroders US MidCap Opps C
GBLFX39.870.15
+0.38%
American Funds Global Balanced F2
BAREX15.170.03
+0.20%
BlackRock Real Estate Securities Inv A