CVTRX
Price
$52.33
Change
+$0.47 (+0.91%)
Updated
Jul 3 closing price
Net Assets
3.02B
FSIDX
Price
$17.71
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
5.21B
Interact to see
Advertisement

CVTRX vs FSIDX

Header iconCVTRX vs FSIDX Comparison
Open Charts CVTRX vs FSIDXBanner chart's image
Calamos Growth & Income A
Price$52.33
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets3.02B
Fidelity Advisor Strategic Div & Inc I
Price$17.71
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets5.21B
CVTRX vs FSIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CVTRX vs. FSIDX 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 FSIDX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSIDX has more cash in the bank: 5.21B vs. CVTRX (3.02B). 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 : 9.97 vs. FSIDX (9.23). CVTRX return over 5 years is better than : 54.42 vs. FSIDX (38.30).
CVTRXFSIDXCVTRX / FSIDX
Total Expense Ratio1.050.67157%
Annual Report Gross Expense Ratio1.050.67157%
Fund Existence37 years22 years-
Gain YTD7.6226.192123%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.02B5.21B58%
Annual Yield % from dividends0.642.4226%
Returns for 1 year9.979.23108%
Returns for 3 years40.1222.53178%
Returns for 5 years54.4238.30142%
Returns for 10 years88.4148.91181%
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 %
CVTRX52.330.47
+0.91%
Calamos Growth & Income A
HFDCX17.940.10
+0.56%
Hartford Schroders US MidCap Opps C
MDDRX9.970.05
+0.50%
MassMutual Diversified Value R4
FFGGX39.850.14
+0.35%
American Funds Global Balanced 529-F-2
CAXCX18.670.03
+0.16%
Catalyst/MAP Global Equity C