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CGBIX vs VBTLX
CGBIX vs VBTLX Comparison
Open Charts CGBIX vs VBTLX
Calvert Green Bond I
Price$14.44
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets794.34M
Vanguard Total Bond Market Index Adm
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets367.26B
CGBIX vs VBTLX Comparison Chart in %
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CGBIX vs. VBTLX 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 CGBIX is a Hold and VBTLX is a Hold.
FUNDAMENTALS
Fundamentals
VBTLX has more cash in the bank: 367B vs. CGBIX (794M). VBTLX pays higher dividends than CGBIX: VBTLX (3.81) vs CGBIX (3.55). CGBIX was incepted earlier than VBTLX: CGBIX (12 years) vs VBTLX (24 years). CGBIX (0.53) is less costly to investors than VBTLX (0.04). VBTLX is a more actively managed with annual turnover of: 36.00 vs. CGBIX (26.00). VBTLX has a lower initial minimum investment than CGBIX: VBTLX (3000) vs CGBIX (1000000). CGBIX annual gain was more profitable for investors over the last year : 3.59 vs. VBTLX (-0.79). CGBIX return over 5 years is better than : 0.36 vs. VBTLX (-15.51).
| CGBIX | VBTLX | CGBIX / VBTLX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.53 | 0.04 | 1,325% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.203 | 3.499 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 367B | 0% |
| Annual Yield % from dividends | 3.55 | 3.81 | 93% |
| Returns for 1 year | 3.59 | -0.79 | -454% |
| Returns for 3 years | 13.54 | 1.07 | 1,265% |
| Returns for 5 years | 0.36 | -15.51 | -2% |
| Returns for 10 years | 21.21 | -7.43 | -285% |
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