Ad is loading...
CSXRX vs VFIAX
CSXRX vs VFIAX Comparison
Open Charts CSXRX vs VFIAX
Calvert US Large Cap Core Rspnb Idx R6
Price$51.89
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets5.68B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
CSXRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSXRX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. CSXRX (5.68B). VFIAX pays higher dividends than CSXRX: VFIAX (1.32) vs CSXRX (0.98). CSXRX was incepted earlier than VFIAX: CSXRX (7 years) vs VFIAX (24 years). CSXRX is a more actively managed with annual turnover of: 8.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than CSXRX: VFIAX (3000) vs CSXRX (5000000). CSXRX (25.56) and VFIAX (25.54) have marching annual gain over last year. CSXRX return over 5 years is better than : 92.22 vs. VFIAX (80.23).
| CSXRX | VFIAX | CSXRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.065 | 2.010 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68B | 1.35T | 0% |
| Annual Yield % from dividends | 0.98 | 1.32 | 74% |
| Returns for 1 year | 25.56 | 25.54 | 100% |
| Returns for 3 years | 32.45 | 31.13 | 104% |
| Returns for 5 years | 92.22 | 80.23 | 115% |
| Returns for 10 years | N/A | 196.98 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers