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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$43.36
Change-$2.66 (-5.78%)
VolumeN/A
Net Assets5.41B
Vanguard 500 Index Admiral
Price$468.23
Change-$29.68 (-5.96%)
VolumeN/A
Net Assets1.4T
CSXRX vs VFIAX Comparison Chart
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CSXRX vs. VFIAX commentary
Apr 06, 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: 1.4T vs. CSXRX (5.41B). VFIAX pays higher dividends than CSXRX: VFIAX (1.35) vs CSXRX (1.05). CSXRX was incepted earlier than VFIAX: CSXRX (8 years) vs VFIAX (24 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 : 4.87 vs. CSXRX (3.84). CSXRX return over 5 years is better than : 124.12 vs. VFIAX (116.94).
| 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 | 24 years | - |
| Gain YTD | -9.481 | -8.250 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.4T | 0% |
| Annual Yield % from dividends | 1.05 | 1.35 | 78% |
| Returns for 1 year | 3.84 | 4.87 | 79% |
| Returns for 3 years | 20.02 | 19.32 | 104% |
| Returns for 5 years | 124.12 | 116.94 | 106% |
| Returns for 10 years | N/A | 160.34 | - |
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