Ad is loading...
CFJAX vs VIVIX
CFJAX vs VIVIX Comparison
Open Charts CFJAX vs VIVIX
Calvert US Large Cap Value Rspnb Idx A
Price$30.98
Change-$1.44 (-4.44%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
CFJAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFJAX vs. VIVIX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. CFJAX (1.85B). VIVIX pays higher dividends than CFJAX: VIVIX (2.27) vs CFJAX (1.87). CFJAX was incepted earlier than VIVIX: CFJAX (10 years) vs VIVIX (27 years). CFJAX (0.62) is less costly to investors than VIVIX (0.04). CFJAX is a more actively managed with annual turnover of: 33.00 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 : 7.66 vs. CFJAX (4.92). VIVIX (101.66) and CFJAX (99.54) have equivalent 5 years return.
| CFJAX | VIVIX | CFJAX / VIVIX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 1.790 | 2.421 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 195B | 1% |
| Annual Yield % from dividends | 1.87 | 2.27 | 82% |
| Returns for 1 year | 4.92 | 7.66 | 64% |
| Returns for 3 years | 12.62 | 17.34 | 73% |
| Returns for 5 years | 99.54 | 101.66 | 98% |
| Returns for 10 years | N/A | 106.83 | - |