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CFJAX vs VVIAX
CFJAX vs VVIAX Comparison
Open Charts CFJAX vs VVIAX
Calvert US Large Cap Value Rspnb Idx A
Price$33.61
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets1.75B
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
CFJAX vs VVIAX Comparison Chart in %
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CFJAX vs. VVIAX commentary
Jun 27, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. CFJAX (1.75B). VVIAX pays higher dividends than CFJAX: VVIAX (2.28) vs CFJAX (1.85). CFJAX was incepted earlier than VVIAX: CFJAX (10 years) vs VVIAX (25 years). CFJAX (0.62) is less costly to investors than VVIAX (0.05). CFJAX is a more actively managed with annual turnover of: 33.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than CFJAX: VVIAX (3000) vs CFJAX (5000). CFJAX annual gain was more profitable for investors over the last year : 10.11 vs. VVIAX (8.64). VVIAX return over 5 years is better than : 81.02 vs. CFJAX (74.17).
| CFJAX | VVIAX | CFJAX / VVIAX | |
| Total Expense Ratio | 0.49 | 0.05 | 980% |
| Annual Report Gross Expense Ratio | 0.62 | 0.05 | 1,240% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.615 | 3.330 | 139% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 189B | 1% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | 10.11 | 8.64 | 117% |
| Returns for 3 years | 30.61 | 30.71 | 100% |
| Returns for 5 years | 74.17 | 81.02 | 92% |
| Returns for 10 years | 95.78 | 110.43 | 87% |
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