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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$51.89
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets5.68B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
CSXRX vs VFINX Comparison Chart
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CSXRX vs. VFINX commentary
Jan 19, 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: 1.35T vs. CSXRX (5.68B). VFINX pays higher dividends than CSXRX: VFINX (1.24) vs CSXRX (0.98). CSXRX was incepted earlier than VFINX: CSXRX (7 years) vs VFINX (48 years). CSXRX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXRX: VFINX (0) vs CSXRX (5000000). CSXRX (25.56) and VFINX (25.53) have marching annual gain over last year. CSXRX return over 5 years is better than : 92.22 vs. VFINX (80.24).
| CSXRX | VFINX | CSXRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | 2.065 | 2.006 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68B | 1.35T | 0% |
| Annual Yield % from dividends | 0.98 | 1.24 | 79% |
| Returns for 1 year | 25.56 | 25.53 | 100% |
| Returns for 3 years | 32.45 | 31.14 | 104% |
| Returns for 5 years | 92.22 | 80.24 | 115% |
| Returns for 10 years | N/A | 197.00 | - |
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