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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$51.13
Change-$0.69 (-1.33%)
VolumeN/A
Net Assets5.57B
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
CSXRX vs VFIAX Comparison Chart
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CSXRX vs. VFIAX commentary
Jun 14, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. CSXRX (5.57B). VFIAX pays higher dividends than CSXRX: VFIAX (1.28) vs CSXRX (0.99). CSXRX was incepted earlier than VFIAX: CSXRX (8 years) vs VFIAX (25 years). CSXRX (0.29) is less costly to investors than VFIAX (0.04). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than CSXRX: VFIAX (3000) vs CSXRX (5000000). VFIAX annual gain was more profitable for investors over the last year : 11.28 vs. CSXRX (9.08). CSXRX (100.86) and VFIAX (98.56) have equivalent 5 years return.
| CSXRX | VFIAX | CSXRX / VFIAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.29 | 0.04 | 725% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.570 | 3.040 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 1.43T | 0% |
| Annual Yield % from dividends | 0.99 | 1.28 | 77% |
| Returns for 1 year | 9.08 | 11.28 | 80% |
| Returns for 3 years | 64.24 | 61.80 | 104% |
| Returns for 5 years | 100.86 | 98.56 | 102% |
| Returns for 10 years | N/A | 188.39 | - |
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