CVTRX
Price
$53.20
Change
+$0.04 (+0.08%)
Updated
Jul 28 closing price
Net Assets
3.06B
FTSDX
Price
$17.58
Change
-$0.09 (-0.51%)
Updated
Jul 28 closing price
Net Assets
5.21B
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CVTRX vs FTSDX

Header iconCVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDXBanner 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 M
Price$17.58
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets5.21B
CVTRX vs FTSDX Comparison Chart in %
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CVTRX vs. FTSDX 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 FTSDX is a Buy.

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FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. CVTRX (3.06B). FTSDX pays higher dividends than CVTRX: FTSDX (1.95) vs CVTRX (0.64). CVTRX was incepted earlier than FTSDX: CVTRX (37 years) vs FTSDX (22 years). FTSDX (1.17) is less costly to investors than CVTRX (1.05). FTSDX is a more actively managed with annual turnover of: 36.00 vs. CVTRX (28.00). CVTRX initial investment is less costly to investors than FTSDX (4%) vs FTSDX (4%). FTSDX has a lower initial minimum investment than CVTRX: FTSDX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 14.26 vs. FTSDX (7.21). CVTRX return over 5 years is better than : 51.54 vs. FTSDX (30.59).
CVTRXFTSDXCVTRX / FTSDX
Total Expense Ratio1.051.1790%
Annual Report Gross Expense Ratio1.051.1790%
Fund Existence37 years22 years-
Gain YTD9.4116.999134%
Front Load5%4%136%
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.06B5.21B59%
Annual Yield % from dividends0.641.9533%
Returns for 1 year14.267.21198%
Returns for 3 years33.7117.15197%
Returns for 5 years51.5430.59169%
Returns for 10 years88.2143.04205%
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