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CFJAX vs VIVAX
CFJAX vs VIVAX Comparison
Open Charts CFJAX vs VIVAX
Calvert US Large Cap Value Rspnb Idx A
Price$30.74
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets1.76B
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
CFJAX vs VIVAX Comparison Chart
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CFJAX vs. VIVAX commentary
Apr 25, 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 CFJAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. CFJAX (1.76B). VIVAX pays higher dividends than CFJAX: VIVAX (2.14) vs CFJAX (1.87). CFJAX was incepted earlier than VIVAX: CFJAX (10 years) vs VIVAX (32 years). CFJAX (0.62) is less costly to investors than VIVAX (0.17). CFJAX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than CFJAX: VIVAX (3000) vs CFJAX (5000). VIVAX annual gain was more profitable for investors over the last year : 2.68 vs. CFJAX (0.69). VIVAX (68.72) and CFJAX (66.87) have equivalent 5 years return.
| CFJAX | VIVAX | CFJAX / VIVAX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.62 | 0.17 | 365% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -4.270 | -4.092 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 191B | 1% |
| Annual Yield % from dividends | 1.87 | 2.14 | 87% |
| Returns for 1 year | 0.69 | 2.68 | 26% |
| Returns for 3 years | 9.22 | 11.96 | 77% |
| Returns for 5 years | 66.87 | 68.72 | 97% |
| Returns for 10 years | N/A | 90.37 | - |