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CSXAX vs VFINX
CSXAX vs VFINX Comparison
Open Charts CSXAX vs VFINX
Calvert US Large Cap Core Rspnb Idx A
Price$48.49
Change-$0.14 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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CSXAX vs VFINX Comparison Chart
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CSXAX vs. VFINX commentary
Sep 21, 2024
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 CSXAX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. CSXAX (5.56B). VFINX pays higher dividends than CSXAX: VFINX (1.24) vs CSXAX (0.74). CSXAX was incepted earlier than VFINX: CSXAX (24 years) vs VFINX (48 years). CSXAX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXAX: VFINX (0) vs CSXAX (5000). CSXAX annual gain was more profitable for investors over the last year : 34.01 vs. VFINX (31.71). CSXAX return over 5 years is better than : 103.40 vs. VFINX (90.48).
| CSXAX | VFINX | CSXAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 48 years | - |
| Gain YTD | 19.778 | 19.944 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.24T | 0% |
| Annual Yield % from dividends | 0.74 | 1.24 | 60% |
| Returns for 1 year | 34.01 | 31.71 | 107% |
| Returns for 3 years | 28.39 | 31.00 | 92% |
| Returns for 5 years | 103.40 | 90.48 | 114% |
| Returns for 10 years | 185.95 | 190.35 | 98% |