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CFJIX vs VVIAX
CFJIX vs VVIAX Comparison
Open Charts CFJIX vs VVIAX
Calvert US Large Cap Value Rspnb Idx I
Price$30.84
Change+$2.05 (+7.12%)
VolumeN/A
Net Assets1.76B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
CFJIX vs VVIAX Comparison Chart
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CFJIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. CFJIX (1.76B). VVIAX pays higher dividends than CFJIX: VVIAX (2.26) vs CFJIX (2.08). CFJIX was incepted earlier than VVIAX: CFJIX (10 years) vs VVIAX (24 years). CFJIX (0.37) is less costly to investors than VVIAX (0.05). CFJIX is a more actively managed with annual turnover of: 33.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than CFJIX: VVIAX (3000) vs CFJIX (1000000). VVIAX annual gain was more profitable for investors over the last year : -4.28 vs. CFJIX (-7.11). VVIAX (58.34) and CFJIX (55.76) have equivalent 5 years return.
| CFJIX | VVIAX | CFJIX / VVIAX | |
| Total Expense Ratio | 0.24 | 0.05 | 480% |
| Annual Report Gross Expense Ratio | 0.37 | 0.05 | 740% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -10.228 | -9.136 | 112% |
| 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 | 191B | 1% |
| Annual Yield % from dividends | 2.08 | 2.26 | 92% |
| Returns for 1 year | -7.11 | -4.28 | 166% |
| Returns for 3 years | 0.58 | 3.06 | 19% |
| Returns for 5 years | 55.76 | 58.34 | 96% |
| Returns for 10 years | N/A | 81.52 | - |