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CFJAX vs VIVIX
CFJAX vs VIVIX Comparison
Open Charts CFJAX vs VIVIX
Calvert US Large Cap Value Rspnb Idx A
Price$33.30
Change-$0.43 (-1.27%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
CFJAX vs VIVIX Comparison Chart
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CFJAX vs. VIVIX commentary
Feb 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 CFJAX is a Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. CFJAX (1.84B). VIVIX pays higher dividends than CFJAX: VIVIX (2.37) vs CFJAX (1.69). CFJAX was incepted earlier than VIVIX: CFJAX (10 years) vs VIVIX (27 years). CFJAX is a more actively managed with annual turnover of: 31.00 vs. VIVIX (10.00). CFJAX has a lower initial minimum investment than VIVIX: CFJAX (5000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. CFJAX (12.57). VIVIX return over 5 years is better than : 47.20 vs. CFJAX (44.76).
| CFJAX | VIVIX | CFJAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 4.553 | 4.165 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 193B | 1% |
| Annual Yield % from dividends | 1.69 | 2.37 | 71% |
| Returns for 1 year | 12.57 | 13.44 | 93% |
| Returns for 3 years | 17.45 | 23.92 | 73% |
| Returns for 5 years | 44.76 | 47.20 | 95% |
| Returns for 10 years | N/A | 105.52 | - |
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