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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$54.97
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets5.86B
Vanguard 500 Index Investor
Price$590.06
Change+$0.10 (+0.02%)
VolumeN/A
Net Assets1.49T
CSXRX vs VFINX Comparison Chart in %
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CSXRX vs. VFINX commentary
Jul 29, 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: 1.49T vs. CSXRX (5.86B). VFINX pays higher dividends than CSXRX: VFINX (1.12) vs CSXRX (0.94). 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 (17.09) and CSXRX (16.36) have marching annual gain over last year. CSXRX (98.14) and VFINX (96.24) 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 | 8.242 | 8.702 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.49T | 0% |
| Annual Yield % from dividends | 0.94 | 1.12 | 84% |
| Returns for 1 year | 16.36 | 17.09 | 96% |
| Returns for 3 years | 57.78 | 54.77 | 106% |
| Returns for 5 years | 98.14 | 96.24 | 102% |
| Returns for 10 years | N/A | 204.02 | - |
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