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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$54.15
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CSXAX vs VTSMX Comparison Chart in %
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CSXAX vs. VTSMX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CSXAX (5.94B). VTSMX pays higher dividends than CSXAX: VTSMX (1.07) vs CSXAX (0.67). 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 : 18.03 vs. CSXAX (16.96). CSXAX (87.56) and VTSMX (84.94) 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 | 9.372 | 10.330 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 1.95T | 0% |
| Annual Yield % from dividends | 0.67 | 1.07 | 63% |
| Returns for 1 year | 16.96 | 18.03 | 94% |
| Returns for 3 years | 67.35 | 63.63 | 106% |
| Returns for 5 years | 87.56 | 84.94 | 103% |
| Returns for 10 years | 216.73 | 224.15 | 97% |
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