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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$34.54
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
CFJAX vs VIVAX Comparison Chart in %
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CFJAX vs. VIVAX commentary
Aug 16, 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: 196B vs. CFJAX (1.79B). VIVAX pays higher dividends than CFJAX: VIVAX (2.06) vs CFJAX (1.79). CFJAX was incepted earlier than VIVAX: CFJAX (10 years) vs VIVAX (33 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 (9.00). VIVAX has a lower initial minimum investment than CFJAX: VIVAX (3000) vs CFJAX (5000). CFJAX annual gain was more profitable for investors over the last year : 9.27 vs. VIVAX (8.04). VIVAX return over 5 years is better than : 68.78 vs. CFJAX (61.28).
| 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 | 33 years | - |
| Gain YTD | 8.666 | 6.648 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 196B | 1% |
| Annual Yield % from dividends | 1.79 | 2.06 | 87% |
| Returns for 1 year | 9.27 | 8.04 | 115% |
| Returns for 3 years | 24.02 | 26.09 | 92% |
| Returns for 5 years | 61.28 | 68.78 | 89% |
| Returns for 10 years | 103.46 | 114.91 | 90% |
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