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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$51.13
Change-$0.69 (-1.33%)
VolumeN/A
Net Assets5.57B
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
CSXRX vs VFINX Comparison Chart
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CSXRX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. CSXRX (5.57B). VFINX pays higher dividends than CSXRX: VFINX (1.18) vs CSXRX (0.99). 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 : 11.28 vs. CSXRX (9.08). CSXRX (100.86) and VFINX (98.57) have equivalent 5 years return.
| 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 | 0.570 | 3.023 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 1.43T | 0% |
| Annual Yield % from dividends | 0.99 | 1.18 | 84% |
| Returns for 1 year | 9.08 | 11.28 | 80% |
| Returns for 3 years | 64.24 | 61.81 | 104% |
| Returns for 5 years | 100.86 | 98.57 | 102% |
| Returns for 10 years | N/A | 188.42 | - |
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