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CDSRX vs VFSIX
CDSRX vs VFSIX Comparison
Open Charts CDSRX vs VFSIX
Calvert Short Duration Income R6
Price$15.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.73B
Vanguard Short-Term Investment-Grade I
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52.45B
CDSRX vs VFSIX Comparison Chart
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CDSRX vs. VFSIX commentary
May 23, 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 CDSRX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 52.4B vs. CDSRX (2.73B). CDSRX pays higher dividends than VFSIX: CDSRX (4.90) vs VFSIX (4.36). CDSRX was incepted earlier than VFSIX: CDSRX (6 years) vs VFSIX (28 years). CDSRX (0.45) is less costly to investors than VFSIX (0.07). CDSRX is a more actively managed with annual turnover of: 159.00 vs. VFSIX (75.00). CDSRX (5000000) and VFSIX (5000000) have matching initial minimum investment requirements. CDSRX annual gain was more profitable for investors over the last year : 6.49 vs. VFSIX (1.97). CDSRX return over 5 years is better than : 18.20 vs. VFSIX (-3.88).
| CDSRX | VFSIX | CDSRX / VFSIX | |
| Total Expense Ratio | 0.45 | 0.07 | 643% |
| Annual Report Gross Expense Ratio | 0.45 | 0.07 | 643% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 1.854 | 0.582 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 52.4B | 5% |
| Annual Yield % from dividends | 4.90 | 4.36 | 113% |
| Returns for 1 year | 6.49 | 1.97 | 330% |
| Returns for 3 years | 15.59 | 2.17 | 718% |
| Returns for 5 years | 18.20 | -3.88 | -470% |
| Returns for 10 years | N/A | 5.64 | - |
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