Ad is loading...
CFJAX vs VVIAX
CFJAX vs VVIAX Comparison
Open Charts CFJAX vs VVIAX
Calvert US Large Cap Value Rspnb Idx A
Price$33.30
Change-$0.43 (-1.27%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
CFJAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFJAX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. CFJAX (1.84B). VVIAX pays higher dividends than CFJAX: VVIAX (2.36) vs CFJAX (1.69). CFJAX was incepted earlier than VVIAX: CFJAX (10 years) vs VVIAX (24 years). CFJAX is a more actively managed with annual turnover of: 31.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than CFJAX: VVIAX (3000) vs CFJAX (5000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. CFJAX (12.57). VVIAX return over 5 years is better than : 47.22 vs. CFJAX (44.76).
| CFJAX | VVIAX | CFJAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.553 | 4.164 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 193B | 1% |
| Annual Yield % from dividends | 1.69 | 2.36 | 72% |
| Returns for 1 year | 12.57 | 13.46 | 93% |
| Returns for 3 years | 17.45 | 23.94 | 73% |
| Returns for 5 years | 44.76 | 47.22 | 95% |
| Returns for 10 years | N/A | 105.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...