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CVTRX vs FSIDX
CVTRX vs FSIDX Comparison
Open Charts CVTRX vs FSIDX
Calamos Growth & Income A
Price$49.83
Change-$0.52 (-1.03%)
VolumeN/A
Net Assets2.89B
Fidelity Advisor Strategic Div & Inc I
Price$17.23
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets5.13B
CVTRX vs FSIDX Comparison Chart
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CVTRX vs. FSIDX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.13B vs. CVTRX (2.89B). FSIDX pays higher dividends than CVTRX: FSIDX (2.47) vs CVTRX (0.67). CVTRX was incepted earlier than FSIDX: CVTRX (37 years) vs FSIDX (21 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). FSIDX annual gain was more profitable for investors over the last year : 7.04 vs. CVTRX (6.30). CVTRX return over 5 years is better than : 51.38 vs. FSIDX (37.01).
| CVTRX | FSIDX | CVTRX / FSIDX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.05 | 0.67 | 157% |
| Fund Existence | 37 years | 21 years | - |
| Gain YTD | 2.404 | 3.314 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 5.13B | 56% |
| Annual Yield % from dividends | 0.67 | 2.47 | 27% |
| Returns for 1 year | 6.30 | 7.04 | 90% |
| Returns for 3 years | 34.89 | 23.00 | 152% |
| Returns for 5 years | 51.38 | 37.01 | 139% |
| Returns for 10 years | 76.99 | 42.56 | 181% |
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