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CGAFX vs VBTIX
CGAFX vs VBTIX Comparison
Open Charts CGAFX vs VBTIX
Calvert Green Bond A
Price$14.42
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets794.34M
Vanguard Total Bond Market Index I
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets367.26B
CGAFX vs VBTIX Comparison Chart in %
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CGAFX vs. VBTIX commentary
Sep 09, 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 CGAFX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 367B vs. CGAFX (794M). VBTIX pays higher dividends than CGAFX: VBTIX (3.82) vs CGAFX (3.30). CGAFX was incepted earlier than VBTIX: CGAFX (12 years) vs VBTIX (30 years). CGAFX (0.78) is less costly to investors than VBTIX (0.03). VBTIX is a more actively managed with annual turnover of: 36.00 vs. CGAFX (26.00). CGAFX has a lower initial minimum investment than VBTIX: CGAFX (1000) vs VBTIX (5000000). CGAFX annual gain was more profitable for investors over the last year : 3.33 vs. VBTIX (-1.11). CGAFX return over 5 years is better than : -0.91 vs. VBTIX (-15.79).
| CGAFX | VBTIX | CGAFX / VBTIX | |
| Total Expense Ratio | 0.73 | 0.03 | 2,920% |
| Annual Report Gross Expense Ratio | 0.78 | 0.03 | 3,120% |
| Fund Existence | 12 years | 30 years | - |
| Gain YTD | 6.032 | 3.165 | 191% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 367B | 0% |
| Annual Yield % from dividends | 3.30 | 3.82 | 86% |
| Returns for 1 year | 3.33 | -1.11 | -300% |
| Returns for 3 years | 12.69 | 0.75 | 1,703% |
| Returns for 5 years | -0.91 | -15.79 | 6% |
| Returns for 10 years | 17.74 | -7.73 | -230% |
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