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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$51.68
Change-$0.98 (-1.86%)
VolumeN/A
Net Assets5.88B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
CSXRX vs VFINX Comparison Chart
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CSXRX vs. VFINX commentary
Feb 23, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. CSXRX (5.88B). VFINX pays higher dividends than CSXRX: VFINX (1.24) vs CSXRX (0.98). CSXRX was incepted earlier than VFINX: CSXRX (7 years) vs VFINX (49 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). VFINX annual gain was more profitable for investors over the last year : 20.32 vs. CSXRX (17.79). CSXRX return over 5 years is better than : 89.58 vs. VFINX (83.30).
| CSXRX | VFINX | CSXRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | 1.652 | 4.174 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 1.41T | 0% |
| Annual Yield % from dividends | 0.98 | 1.24 | 79% |
| Returns for 1 year | 17.79 | 20.32 | 88% |
| Returns for 3 years | 40.16 | 42.20 | 95% |
| Returns for 5 years | 89.58 | 83.30 | 108% |
| Returns for 10 years | N/A | 189.33 | - |