Interact to see
Advertisement
Advertisement
CSXRX vs VSMPX
CSXRX vs VSMPX Comparison
Open Charts CSXRX vs VSMPX
Calvert US Large Cap Core Rspnb Idx R6
Price$57.05
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets6.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
CSXRX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSXRX vs. VSMPX commentary
Oct 20, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. CSXRX (6.04B). VSMPX pays higher dividends than CSXRX: VSMPX (1.15) vs CSXRX (0.88). CSXRX was incepted earlier than VSMPX: CSXRX (8 years) vs VSMPX (10 years). CSXRX (0.29) is less costly to investors than VSMPX (0.02). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). CSXRX has a lower initial minimum investment than VSMPX: CSXRX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. CSXRX (12.68). CSXRX (88.16) and VSMPX (84.96) have equivalent 5 years return.
| CSXRX | VSMPX | CSXRX / VSMPX | |
| Total Expense Ratio | 0.19 | 0.02 | 950% |
| Annual Report Gross Expense Ratio | 0.29 | 0.02 | 1,450% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 12.215 | 13.029 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 2.02T | 0% |
| Annual Yield % from dividends | 0.88 | 1.15 | 76% |
| Returns for 1 year | 12.68 | 13.81 | 92% |
| Returns for 3 years | 81.34 | 76.12 | 107% |
| Returns for 5 years | 88.16 | 84.96 | 104% |
| Returns for 10 years | N/A | 215.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FFEIX | 15.32 | 0.09 | +0.59% |
| Nuveen Dividend Value A | |||
| OAKWX | 25.85 | 0.11 | +0.43% |
| Oakmark Global Select Investor | |||
| AMAHX | 9.76 | 0.04 | +0.41% |
| American Century Small Cap Dividend A | |||
| RGCIX | 10.39 | 0.02 | +0.19% |
| Russell Inv Global Infrastructure C | |||
| CBFFX | 41.15 | -0.05 | -0.12% |
| American Funds Global Balanced 529F1 | |||