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CVTRX vs FSDIX
CVTRX vs FSDIX Comparison
Open Charts CVTRX vs FSDIX
Calamos Growth & Income A
Price$57.64
Change+$0.21 (+0.37%)
VolumeN/A
Net Assets3.3B
Fidelity Strategic Dividend & Income
Price$18.73
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets5.38B
CVTRX vs FSDIX Comparison Chart in %
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CVTRX vs. FSDIX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
FSDIX has more cash in the bank: 5.38B vs. CVTRX (3.3B). FSDIX pays higher dividends than CVTRX: FSDIX (2.41) vs CVTRX (0.55). 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 : 10.80 vs. FSDIX (6.23). CVTRX return over 5 years is better than : 45.07 vs. FSDIX (28.30).
| 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 | 18.656 | 12.754 | 146% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 5.38B | 61% |
| Annual Yield % from dividends | 0.55 | 2.41 | 23% |
| Returns for 1 year | 10.80 | 6.23 | 173% |
| Returns for 3 years | 49.33 | 25.61 | 193% |
| Returns for 5 years | 45.07 | 28.30 | 159% |
| Returns for 10 years | 110.19 | 67.61 | 163% |
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