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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$32.78
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets1.75B
Vanguard Value Index I
Price$67.51
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
CFJAX vs VIVIX Comparison Chart in %
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CFJAX vs. VIVIX commentary
Jun 20, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. CFJAX (1.75B). VIVIX pays higher dividends than CFJAX: VIVIX (2.29) vs CFJAX (1.85). 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 (9.00). CFJAX has a lower initial minimum investment than VIVIX: CFJAX (5000) vs VIVIX (5000000). CFJAX annual gain was more profitable for investors over the last year : 7.76 vs. VIVIX (6.75). VIVIX return over 5 years is better than : 70.52 vs. CFJAX (63.81).
| 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 | 2.480 | 2.088 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 189B | 1% |
| Annual Yield % from dividends | 1.85 | 2.29 | 81% |
| Returns for 1 year | 7.76 | 6.75 | 115% |
| Returns for 3 years | 34.65 | 35.21 | 98% |
| Returns for 5 years | 63.81 | 70.52 | 90% |
| Returns for 10 years | 87.08 | 102.94 | 85% |
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