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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$48.52
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets5.31B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
CSXRX vs VFINX Comparison Chart
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CSXRX vs. VFINX commentary
May 13, 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: 1.34T vs. CSXRX (5.31B). VFINX pays higher dividends than CSXRX: VFINX (1.25) 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 : 8.59 vs. CSXRX (7.70). CSXRX return over 5 years is better than : 98.31 vs. VFINX (93.15).
| 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 | -4.563 | -3.683 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 1.34T | 0% |
| Annual Yield % from dividends | 1.05 | 1.25 | 84% |
| Returns for 1 year | 7.70 | 8.59 | 90% |
| Returns for 3 years | 45.24 | 41.54 | 109% |
| Returns for 5 years | 98.31 | 93.15 | 106% |
| Returns for 10 years | N/A | 169.87 | - |
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