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CVTRX vs FSDIX
CVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIX
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 %
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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.
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).
| CVTRX | FSDIX | CVTRX / FSDIX | |
| Total Expense Ratio | 1.05 | 0.63 | 167% |
| Annual Report Gross Expense Ratio | 1.05 | 0.63 | 167% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 7.622 | 6.232 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 5.21B | 58% |
| Annual Yield % from dividends | 0.64 | 2.44 | 26% |
| Returns for 1 year | 9.97 | 9.35 | 107% |
| Returns for 3 years | 40.12 | 22.76 | 176% |
| Returns for 5 years | 54.42 | 38.70 | 141% |
| Returns for 10 years | 88.41 | 49.60 | 178% |
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