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CSXCX vs VFINX
CSXCX vs VFINX Comparison
Open Charts CSXCX vs VFINX
Calvert US Large Cap Core Rspnb Idx C
Price$43.30
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets5.41B
Vanguard 500 Index Investor
Price$514.26
Change+$0.80 (+0.16%)
VolumeN/A
Net Assets1.32T
CSXCX vs VFINX Comparison Chart
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CSXCX vs. VFINX commentary
May 01, 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 CSXCX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. CSXCX (5.41B). VFINX pays higher dividends than CSXCX: VFINX (1.24) vs CSXCX (0.07). CSXCX was incepted earlier than VFINX: CSXCX (25 years) vs VFINX (49 years). CSXCX (1.34) is less costly to investors than VFINX (0.14). CSXCX is a more actively managed with annual turnover of: 12.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXCX: VFINX (0) vs CSXCX (5000). VFINX annual gain was more profitable for investors over the last year : 10.46 vs. CSXCX (8.05). VFINX (96.48) and CSXCX (91.88) have equivalent 5 years return.
| CSXCX | VFINX | CSXCX / VFINX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 25 years | 49 years | - |
| Gain YTD | -6.819 | -5.400 | 126% |
| Front Load | N/A | 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 | 0.07 | 1.24 | 6% |
| Returns for 1 year | 8.05 | 10.46 | 77% |
| Returns for 3 years | 32.74 | 34.66 | 94% |
| Returns for 5 years | 91.88 | 96.48 | 95% |
| Returns for 10 years | 138.64 | 164.17 | 84% |