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CLVRX vs VIVAX
CLVRX vs VIVAX Comparison
Open Charts CLVRX vs VIVAX
Calvert US Large Cap Value Rspnb Idx R6
Price$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
CLVRX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. CLVRX (1.79B). CLVRX (2.07) and VIVAX (2.06) have matching dividends . CLVRX was incepted earlier than VIVAX: CLVRX (4 years) vs VIVAX (33 years). CLVRX (0.32) is less costly to investors than VIVAX (0.17). CLVRX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CLVRX: VIVAX (3000) vs CLVRX (5000000). CLVRX annual gain was more profitable for investors over the last year : 9.05 vs. VIVAX (8.54).
| CLVRX | VIVAX | CLVRX / VIVAX | |
| Total Expense Ratio | 0.19 | 0.17 | 112% |
| Annual Report Gross Expense Ratio | 0.32 | 0.17 | 188% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 5.906 | 4.498 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 196B | 1% |
| Annual Yield % from dividends | 2.07 | 2.06 | 100% |
| Returns for 1 year | 9.05 | 8.54 | 106% |
| Returns for 3 years | 28.10 | 28.51 | 99% |
| Returns for 5 years | N/A | 67.21 | - |
| Returns for 10 years | N/A | 111.74 | - |
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