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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$51.68
Change-$0.98 (-1.86%)
VolumeN/A
Net Assets5.88B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
CSXRX vs VTSAX Comparison Chart
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CSXRX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. CSXRX (5.88B). 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 (17.79) and VTSAX (17.60) have marching annual gain over last year. CSXRX return over 5 years is better than : 89.58 vs. VTSAX (74.84).
| 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 | 1.652 | 2.127 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 1.84T | 0% |
| Annual Yield % from dividends | 0.98 | 1.35 | 73% |
| Returns for 1 year | 17.79 | 17.60 | 101% |
| Returns for 3 years | 40.16 | 36.79 | 109% |
| Returns for 5 years | 89.58 | 74.84 | 120% |
| Returns for 10 years | N/A | 180.79 | - |
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