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CSXCX vs VSMPX
CSXCX vs VSMPX Comparison
Open Charts CSXCX vs VSMPX
Calvert US Large Cap Core Rspnb Idx C
Price$44.09
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets5.31B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
CSXCX vs VSMPX Comparison Chart
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CSXCX vs. VSMPX commentary
May 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CSXCX (5.31B). VSMPX pays higher dividends than CSXCX: VSMPX (1.37) vs CSXCX (0.07). CSXCX was incepted earlier than VSMPX: CSXCX (25 years) vs VSMPX (10 years). CSXCX (1.34) is less costly to investors than VSMPX (0.02). CSXCX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). CSXCX has a lower initial minimum investment than VSMPX: CSXCX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. CSXCX (6.31). VSMPX (88.00) and CSXCX (86.74) have equivalent 5 years return.
| CSXCX | VSMPX | CSXCX / VSMPX | |
| Total Expense Ratio | 1.24 | 0.02 | 6,200% |
| Annual Report Gross Expense Ratio | 1.34 | 0.02 | 6,700% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -5.546 | -4.649 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 1.72T | 0% |
| Annual Yield % from dividends | 0.07 | 1.37 | 5% |
| Returns for 1 year | 6.31 | 7.86 | 80% |
| Returns for 3 years | 40.17 | 39.43 | 102% |
| Returns for 5 years | 86.74 | 88.00 | 99% |
| Returns for 10 years | 141.64 | 155.00 | 91% |