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CSXAX vs VTSMX
CSXAX vs VTSMX Comparison
Open Charts CSXAX vs VTSMX
Calvert US Large Cap Core Rspnb Idx A
Price$53.64
Change-$0.14 (-0.26%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CSXAX vs VTSMX Comparison Chart in %
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CSXAX vs. VTSMX commentary
Aug 18, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CSXAX (5.94B). VTSMX pays higher dividends than CSXAX: VTSMX (1.09) vs CSXAX (0.68). CSXAX was incepted earlier than VTSMX: CSXAX (25 years) vs VTSMX (33 years). CSXAX (0.59) is less costly to investors than VTSMX (0.14). CSXAX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CSXAX: VTSMX (3000) vs CSXAX (5000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. CSXAX (15.12). CSXAX (89.14) and VTSMX (85.82) have equivalent 5 years return.
| CSXAX | VTSMX | CSXAX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.342 | 9.266 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 1.91T | 0% |
| Annual Yield % from dividends | 0.68 | 1.09 | 62% |
| Returns for 1 year | 15.12 | 16.21 | 93% |
| Returns for 3 years | 49.21 | 46.80 | 105% |
| Returns for 5 years | 89.14 | 85.82 | 104% |
| Returns for 10 years | 196.59 | 202.54 | 97% |
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