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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$49.61
Change-$0.22 (-0.44%)
VolumeN/A
Net Assets5.57B
Vanguard 500 Index Investor
Price$549.25
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
CSXAX vs VFINX Comparison Chart
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CSXAX vs. VFINX commentary
Jun 06, 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 CSXAX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. CSXAX (5.57B). VFINX pays higher dividends than CSXAX: VFINX (1.18) vs CSXAX (0.73). CSXAX was incepted earlier than VFINX: CSXAX (25 years) vs VFINX (49 years). CSXAX (0.59) is less costly to investors than VFINX (0.14). CSXAX is a more actively managed with annual turnover of: 12.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXAX: VFINX (0) vs CSXAX (5000). VFINX annual gain was more profitable for investors over the last year : 11.55 vs. CSXAX (10.65). CSXAX (89.26) and VFINX (86.79) have equivalent 5 years return.
| CSXAX | VFINX | CSXAX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 25 years | 49 years | - |
| Gain YTD | 0.646 | 1.723 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 1.43T | 0% |
| Annual Yield % from dividends | 0.73 | 1.18 | 62% |
| Returns for 1 year | 10.65 | 11.55 | 92% |
| Returns for 3 years | 47.33 | 44.88 | 105% |
| Returns for 5 years | 89.26 | 86.79 | 103% |
| Returns for 10 years | 178.23 | 187.24 | 95% |
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