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CSXRX vs VFINX
CSXRX vs VFINX Comparison
Open Charts CSXRX vs VFINX
Calvert US Large Cap Core Rspnb Idx R6
Price$43.36
Change-$2.66 (-5.78%)
VolumeN/A
Net Assets5.41B
Vanguard 500 Index Investor
Price$468.31
Change-$29.69 (-5.96%)
VolumeN/A
Net Assets1.4T
CSXRX vs VFINX Comparison Chart
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CSXRX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. CSXRX (5.41B). VFINX pays higher dividends than CSXRX: VFINX (1.24) vs CSXRX (1.05). CSXRX was incepted earlier than VFINX: CSXRX (8 years) vs VFINX (49 years). CSXRX (0.29) is less costly to investors than VFINX (0.14). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXRX: VFINX (0) vs CSXRX (5000000). VFINX 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. VFINX (116.95).
| CSXRX | VFINX | CSXRX / VFINX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.29 | 0.14 | 207% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | -9.481 | -8.248 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.4T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 84% |
| Returns for 1 year | 3.84 | 4.87 | 79% |
| Returns for 3 years | 20.02 | 19.32 | 104% |
| Returns for 5 years | 124.12 | 116.95 | 106% |
| Returns for 10 years | N/A | 160.37 | - |
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