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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$30.74
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets1.76B
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
CFJAX vs VIVIX Comparison Chart
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CFJAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. CFJAX (1.76B). 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 : 2.69 vs. CFJAX (0.69). VIVIX (68.73) and CFJAX (66.87) 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 | -4.270 | -4.077 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 191B | 1% |
| Annual Yield % from dividends | 1.87 | 2.27 | 82% |
| Returns for 1 year | 0.69 | 2.69 | 26% |
| Returns for 3 years | 9.22 | 11.95 | 77% |
| Returns for 5 years | 66.87 | 68.73 | 97% |
| Returns for 10 years | N/A | 90.34 | - |
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