CVTRX
Price
$53.20
Change
+$0.04 (+0.08%)
Updated
Jul 28 closing price
Net Assets
3.06B
FSIDX
Price
$17.69
Change
-$0.09 (-0.51%)
Updated
Jul 28 closing price
Net Assets
5.21B
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CVTRX vs FSIDX

Header iconCVTRX vs FSIDX Comparison
Open Charts CVTRX vs FSIDXBanner chart's image
Calamos Growth & Income A
Price$53.20
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets3.06B
Fidelity Advisor Strategic Div & Inc I
Price$17.69
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets5.21B
CVTRX vs FSIDX Comparison Chart in %
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CVTRX vs. FSIDX 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 FSIDX is a Buy.

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FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.21B vs. CVTRX (3.06B). FSIDX pays higher dividends than CVTRX: FSIDX (2.42) vs CVTRX (0.64). CVTRX was incepted earlier than FSIDX: CVTRX (37 years) vs FSIDX (22 years). CVTRX (1.05) is less costly to investors than FSIDX (0.67). FSIDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). FSIDX has a lower initial minimum investment than CVTRX: FSIDX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 14.26 vs. FSIDX (7.76). CVTRX return over 5 years is better than : 51.54 vs. FSIDX (34.00).
CVTRXFSIDXCVTRX / FSIDX
Total Expense Ratio1.050.67157%
Annual Report Gross Expense Ratio1.050.67157%
Fund Existence37 years22 years-
Gain YTD9.4117.344128%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.06B5.21B59%
Annual Yield % from dividends0.642.4226%
Returns for 1 year14.267.76184%
Returns for 3 years33.7118.96178%
Returns for 5 years51.5434.00152%
Returns for 10 years88.2149.15179%
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