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CSXRX vs VFIAX
CSXRX vs VFIAX Comparison
Open Charts CSXRX vs VFIAX
Calvert US Large Cap Core Rspnb Idx R6
Price$51.68
Change-$0.98 (-1.86%)
VolumeN/A
Net Assets5.88B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
CSXRX vs VFIAX Comparison Chart
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CSXRX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. CSXRX (5.88B). 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). VFIAX (18.28) and CSXRX (17.79) have marching annual gain over last year. CSXRX return over 5 years is better than : 89.58 vs. VFIAX (80.17).
| 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 | 1.652 | 2.414 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 1.41T | 0% |
| Annual Yield % from dividends | 0.98 | 1.32 | 74% |
| Returns for 1 year | 17.79 | 18.28 | 97% |
| Returns for 3 years | 40.16 | 39.78 | 101% |
| Returns for 5 years | 89.58 | 80.17 | 112% |
| Returns for 10 years | N/A | 184.37 | - |
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