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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$48.52
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets5.31B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
CSXRX vs VTSAX Comparison Chart
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CSXRX vs. VTSAX commentary
May 13, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CSXRX (5.31B). VTSAX pays higher dividends than CSXRX: VTSAX (1.36) vs CSXRX (1.05). CSXRX was incepted earlier than VTSAX: CSXRX (8 years) vs VTSAX (25 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). VTSAX (7.95) and CSXRX (7.70) have marching annual gain over last year. CSXRX return over 5 years is better than : 98.31 vs. VTSAX (89.19).
| 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 | 25 years | - |
| Gain YTD | -4.563 | -4.018 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.36 | 77% |
| Returns for 1 year | 7.70 | 7.95 | 97% |
| Returns for 3 years | 45.24 | 40.09 | 113% |
| Returns for 5 years | 98.31 | 89.19 | 110% |
| Returns for 10 years | N/A | 165.84 | - |
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