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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$32.95
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets1.75B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
CFJAX vs VVIAX Comparison Chart
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CFJAX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. CFJAX (1.76B). 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 : 18.18 vs. CFJAX (16.12). VVIAX return over 5 years is better than : 44.18 vs. CFJAX (41.53).
| 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 | 3.454 | 3.195 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 184B | 1% |
| Annual Yield % from dividends | 1.69 | 2.36 | 72% |
| Returns for 1 year | 16.12 | 18.18 | 89% |
| Returns for 3 years | 10.85 | 18.46 | 59% |
| Returns for 5 years | 41.53 | 44.18 | 94% |
| Returns for 10 years | N/A | 111.13 | - |
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