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CFJIX vs VIVAX
CFJIX vs VIVAX Comparison
Open Charts CFJIX vs VIVAX
Calvert US Large Cap Value Rspnb Idx I
Price$33.66
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets1.75B
Vanguard Value Index I
Price$69.19
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets183.52B
CFJIX vs VIVAX Comparison Chart
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CFJIX vs. VIVAX commentary
Jan 24, 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 CFJIX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. CFJIX (1.76B). VIVAX pays higher dividends than CFJIX: VIVAX (2.25) vs CFJIX (1.91). CFJIX was incepted earlier than VIVAX: CFJIX (10 years) vs VIVAX (32 years). CFJIX is a more actively managed with annual turnover of: 31.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than CFJIX: VIVAX (3000) vs CFJIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 17.27 vs. CFJIX (15.34). VIVAX (47.22) and CFJIX (46.48) have equivalent 5 years return.
| CFJIX | VIVAX | CFJIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 4.210 | 3.966 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 184B | 1% |
| Annual Yield % from dividends | 1.91 | 2.25 | 85% |
| Returns for 1 year | 15.34 | 17.27 | 89% |
| Returns for 3 years | 16.64 | 22.82 | 73% |
| Returns for 5 years | 46.48 | 47.22 | 98% |
| Returns for 10 years | N/A | 110.28 | - |