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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$43.36
Change-$2.66 (-5.78%)
VolumeN/A
Net Assets5.41B
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
CSXRX vs VTSAX Comparison Chart
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CSXRX vs. VTSAX commentary
Apr 06, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. CSXRX (5.41B). VTSAX pays higher dividends than CSXRX: VTSAX (1.35) vs CSXRX (1.05). CSXRX was incepted earlier than VTSAX: CSXRX (8 years) vs VTSAX (24 years). CSXRX (0.29) is less costly to investors than VTSAX (0.04). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CSXRX: VTSAX (3000) vs CSXRX (5000000). CSXRX (3.84) and VTSAX (3.81) have marching annual gain over last year. CSXRX return over 5 years is better than : 124.12 vs. VTSAX (114.76).
| CSXRX | VTSAX | CSXRX / VTSAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.29 | 0.04 | 725% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -9.481 | -8.863 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 1.81T | 0% |
| Annual Yield % from dividends | 1.05 | 1.35 | 77% |
| Returns for 1 year | 3.84 | 3.81 | 101% |
| Returns for 3 years | 20.02 | 16.55 | 121% |
| Returns for 5 years | 124.12 | 114.76 | 108% |
| Returns for 10 years | N/A | 154.49 | - |
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