Ad is loading...
CFJIX vs VIVIX
CFJIX vs VIVIX Comparison
Open Charts CFJIX vs VIVIX
Calvert US Large Cap Value Rspnb Idx I
Price$30.84
Change+$2.05 (+7.12%)
VolumeN/A
Net Assets1.76B
Vanguard Value Index I
Price$63.92
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
CFJIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFJIX vs. VIVIX commentary
Apr 11, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. CFJIX (1.76B). VIVIX pays higher dividends than CFJIX: VIVIX (2.27) vs CFJIX (2.08). CFJIX was incepted earlier than VIVIX: CFJIX (10 years) vs VIVIX (27 years). CFJIX (0.37) is less costly to investors than VIVIX (0.04). CFJIX is a more actively managed with annual turnover of: 33.00 vs. VIVIX (10.00). CFJIX has a lower initial minimum investment than VIVIX: CFJIX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -4.30 vs. CFJIX (-7.11). VIVIX (58.32) and CFJIX (55.76) have equivalent 5 years return.
| CFJIX | VIVIX | CFJIX / VIVIX | |
| Total Expense Ratio | 0.24 | 0.04 | 600% |
| Annual Report Gross Expense Ratio | 0.37 | 0.04 | 925% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -10.228 | -9.137 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 191B | 1% |
| Annual Yield % from dividends | 2.08 | 2.27 | 92% |
| Returns for 1 year | -7.11 | -4.30 | 166% |
| Returns for 3 years | 0.58 | 3.05 | 19% |
| Returns for 5 years | 55.76 | 58.32 | 96% |
| Returns for 10 years | N/A | 81.50 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...