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CSXCX vs VTSMX
CSXCX vs VTSMX Comparison
Open Charts CSXCX vs VTSMX
Calvert US Large Cap Core Rspnb Idx C
Price$50.10
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
CSXCX vs VTSMX Comparison Chart in %
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CSXCX vs. VTSMX commentary
Aug 15, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CSXCX (5.94B). VTSMX pays higher dividends than CSXCX: VTSMX (1.09) vs CSXCX (0.07). CSXCX was incepted earlier than VTSMX: CSXCX (25 years) vs VTSMX (33 years). CSXCX (1.34) is less costly to investors than VTSMX (0.14). CSXCX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CSXCX: VTSMX (3000) vs CSXCX (5000). VTSMX annual gain was more profitable for investors over the last year : 18.62 vs. CSXCX (16.57). VTSMX (86.51) and CSXCX (82.69) have equivalent 5 years return.
| CSXCX | VTSMX | CSXCX / VTSMX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.222 | 9.671 | 85% |
| Front Load | N/A | 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 | 0.07 | 1.09 | 6% |
| Returns for 1 year | 16.57 | 18.62 | 89% |
| Returns for 3 years | 46.66 | 47.59 | 98% |
| Returns for 5 years | 82.69 | 86.51 | 96% |
| Returns for 10 years | 174.63 | 202.68 | 86% |
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