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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$30.98
Change-$1.44 (-4.44%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
CFJAX vs VVIAX Comparison Chart
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CFJAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. CFJAX (1.85B). VVIAX pays higher dividends than CFJAX: VVIAX (2.26) vs CFJAX (1.87). CFJAX was incepted earlier than VVIAX: CFJAX (10 years) vs VVIAX (24 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 (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 : 7.67 vs. CFJAX (4.92). VVIAX (101.69) and CFJAX (99.54) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | 1.790 | 2.421 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 195B | 1% |
| Annual Yield % from dividends | 1.87 | 2.26 | 83% |
| Returns for 1 year | 4.92 | 7.67 | 64% |
| Returns for 3 years | 12.62 | 17.36 | 73% |
| Returns for 5 years | 99.54 | 101.69 | 98% |
| Returns for 10 years | N/A | 106.86 | - |