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CVTRX vs FTSDX
CVTRX vs FTSDX Comparison
Open Charts CVTRX vs FTSDX
Calamos Growth & Income A
Price$52.33
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets3.02B
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
CVTRX vs FTSDX Comparison Chart in %
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CVTRX vs. FTSDX 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 FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. CVTRX (3.02B). 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 : 9.97 vs. FTSDX (8.67). CVTRX return over 5 years is better than : 54.42 vs. FTSDX (34.81).
| CVTRX | FTSDX | CVTRX / FTSDX | |
| Total Expense Ratio | 1.05 | 1.17 | 90% |
| Annual Report Gross Expense Ratio | 1.05 | 1.17 | 90% |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 7.622 | 5.910 | 129% |
| Front Load | 5% | 4% | 136% |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 5.21B | 58% |
| Annual Yield % from dividends | 0.64 | 1.95 | 33% |
| Returns for 1 year | 9.97 | 8.67 | 115% |
| Returns for 3 years | 40.12 | 20.67 | 194% |
| Returns for 5 years | 54.42 | 34.81 | 156% |
| Returns for 10 years | 88.41 | 42.89 | 206% |
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