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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$43.72
Change-$1.58 (-3.49%)
VolumeN/A
Net Assets5.41B
Vanguard 500 Index Investor
Price$486.30
Change-$17.35 (-3.44%)
VolumeN/A
Net Assets1.32T
CSXAX vs VFINX Comparison Chart
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CSXAX vs. VFINX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. CSXAX (5.41B). VFINX pays higher dividends than CSXAX: VFINX (1.24) vs CSXAX (0.77). 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 : 5.77 vs. CSXAX (4.48). CSXAX (99.29) and VFINX (95.65) 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 | -8.503 | -7.207 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.32T | 0% |
| Annual Yield % from dividends | 0.77 | 1.24 | 62% |
| Returns for 1 year | 4.48 | 5.77 | 78% |
| Returns for 3 years | 23.99 | 23.74 | 101% |
| Returns for 5 years | 99.29 | 95.65 | 104% |
| Returns for 10 years | 153.85 | 161.18 | 95% |
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