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CRFRX vs VVIAX
CRFRX vs VVIAX Comparison
Open Charts CRFRX vs VVIAX
Calvert Focused Value R6
Price$11.57
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets59.36M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
CRFRX vs VVIAX Comparison Chart in %
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CRFRX vs. VVIAX commentary
Aug 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 CRFRX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. CRFRX (59.4M). VVIAX pays higher dividends than CRFRX: VVIAX (2.18) vs CRFRX (1.24). CRFRX was incepted earlier than VVIAX: CRFRX (3 years) vs VVIAX (25 years). CRFRX (0.88) is less costly to investors than VVIAX (0.05). CRFRX is a more actively managed with annual turnover of: 107.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than CRFRX: VVIAX (3000) vs CRFRX (5000000). VVIAX annual gain was more profitable for investors over the last year : 10.51 vs. CRFRX (5.65).
| CRFRX | VVIAX | CRFRX / VVIAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 1.667 | 4.608 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.4M | 196B | 0% |
| Annual Yield % from dividends | 1.24 | 2.18 | 57% |
| Returns for 1 year | 5.65 | 10.51 | 54% |
| Returns for 3 years | 17.13 | 28.85 | 59% |
| Returns for 5 years | N/A | 67.40 | - |
| Returns for 10 years | 28.20 | 109.93 | 26% |
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