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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$53.50
Change+$0.25 (+0.47%)
VolumeN/A
Net Assets5.86B
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
CSXAX vs VFINX Comparison Chart in %
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CSXAX vs. VFINX commentary
Jul 27, 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: 1.49T vs. CSXAX (5.86B). 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 : 18.40 vs. CSXAX (17.32). VFINX (98.86) and CSXAX (98.12) 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 | 8.059 | 8.702 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.49T | 0% |
| Annual Yield % from dividends | 0.69 | 1.12 | 62% |
| Returns for 1 year | 17.32 | 18.40 | 94% |
| Returns for 3 years | 64.84 | 63.07 | 103% |
| Returns for 5 years | 98.12 | 98.86 | 99% |
| Returns for 10 years | 196.42 | 205.63 | 96% |
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