Interact to see
Advertisement
Advertisement
CSXAX vs VFINX
CSXAX vs VFINX Comparison
Open Charts CSXAX vs VFINX
Calvert US Large Cap Core Rspnb Idx A
Price$52.14
Change+$0.25 (+0.48%)
VolumeN/A
Net Assets5.57B
Vanguard 500 Index Investor
Price$574.79
Change+$2.73 (+0.48%)
VolumeN/A
Net Assets1.43T
CSXAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSXAX vs. VFINX commentary
Jul 04, 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 (1.12) vs CSXAX (0.69). 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 : 12.58 vs. CSXAX (11.94). CSXAX (98.38) and VFINX (98.22) 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 | 4.807 | 5.404 | 89% |
| 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 | 0.69 | 1.12 | 62% |
| Returns for 1 year | 11.94 | 12.58 | 95% |
| Returns for 3 years | 64.69 | 62.18 | 104% |
| Returns for 5 years | 98.38 | 98.22 | 100% |
| Returns for 10 years | 189.28 | 198.88 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement