Interact to see
Advertisement
Advertisement
CFJAX vs VIVAX
CFJAX vs VIVAX Comparison
Open Charts CFJAX vs VIVAX
Calvert US Large Cap Value Rspnb Idx A
Price$36.40
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index I
Price$73.84
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
CFJAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFJAX vs. VIVAX commentary
Nov 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. CFJAX (1.89B). VIVAX pays higher dividends than CFJAX: VIVAX (1.98) vs CFJAX (1.70). 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). VIVAX annual gain was more profitable for investors over the last year : 3.78 vs. CFJAX (2.24). VIVAX return over 5 years is better than : 61.33 vs. CFJAX (49.64).
| 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 | 14.286 | 11.132 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 208B | 1% |
| Annual Yield % from dividends | 1.70 | 1.98 | 86% |
| Returns for 1 year | 2.24 | 3.78 | 59% |
| Returns for 3 years | 31.78 | 29.87 | 106% |
| Returns for 5 years | 49.64 | 61.33 | 81% |
| Returns for 10 years | 117.33 | 126.64 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement