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CSXRX vs FXAIX
CSXRX vs FXAIX Comparison
Open Charts CSXRX vs FXAIX
Calvert US Large Cap Core Rspnb Idx R6
Price$51.89
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets5.68B
CSXRX vs FXAIX Comparison Chart
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CSXRX vs. FXAIX commentary
Jan 19, 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 CSXRX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. CSXRX (5.68B). FXAIX pays higher dividends than CSXRX: FXAIX (1.31) vs CSXRX (0.98). CSXRX was incepted earlier than FXAIX: CSXRX (7 years) vs FXAIX (14 years). CSXRX is a more actively managed with annual turnover of: 8.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CSXRX: FXAIX (0) vs CSXRX (5000000). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. CSXRX (25.56). FXAIX (94.81) and CSXRX (92.22) have equivalent 5 years return.
| CSXRX | FXAIX | CSXRX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 2.065 | 2.013 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68B | 619B | 1% |
| Annual Yield % from dividends | 0.98 | 1.31 | 75% |
| Returns for 1 year | 25.56 | 27.15 | 94% |
| Returns for 3 years | 32.45 | 37.22 | 87% |
| Returns for 5 years | 92.22 | 94.81 | 97% |
| Returns for 10 years | N/A | 222.48 | - |
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