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CSXRX vs VTSAX
CSXRX vs VTSAX Comparison
Open Charts CSXRX vs VTSAX
Calvert US Large Cap Core Rspnb Idx R6
Price$51.55
Change-$0.70 (-1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CSXRX vs VTSAX Comparison Chart
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CSXRX vs. VTSAX commentary
Nov 18, 2024
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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. CSXRX (5.62B). VTSAX pays higher dividends than CSXRX: VTSAX (1.35) vs CSXRX (0.98). CSXRX was incepted earlier than VTSAX: CSXRX (7 years) vs VTSAX (24 years). CSXRX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CSXRX: VTSAX (3000) vs CSXRX (5000000). CSXRX annual gain was more profitable for investors over the last year : 32.64 vs. VTSAX (30.54). CSXRX return over 5 years is better than : 103.18 vs. VTSAX (83.75).
| CSXRX | VTSAX | CSXRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 23.740 | 22.422 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.62B | 1.73T | 0% |
| Annual Yield % from dividends | 0.98 | 1.35 | 73% |
| Returns for 1 year | 32.64 | 30.54 | 107% |
| Returns for 3 years | 23.51 | 19.92 | 118% |
| Returns for 5 years | 103.18 | 83.75 | 123% |
| Returns for 10 years | N/A | 186.74 | - |
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