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CFJAX vs VIVAX
CFJAX vs VIVAX Comparison
Open Charts CFJAX vs VIVAX
Calvert US Large Cap Value Rspnb Idx A
Price$34.75
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets1.81B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
CFJAX vs VIVAX Comparison Chart in %
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CFJAX vs. VIVAX commentary
Jul 27, 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 CFJAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. CFJAX (1.81B). VIVAX pays higher dividends than CFJAX: VIVAX (2.06) vs CFJAX (1.78). CFJAX was incepted earlier than VIVAX: CFJAX (10 years) vs VIVAX (33 years). CFJAX (0.62) is less costly to investors than VIVAX (0.17). CFJAX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CFJAX: VIVAX (3000) vs CFJAX (5000). CFJAX annual gain was more profitable for investors over the last year : 10.57 vs. VIVAX (9.76). VIVAX return over 5 years is better than : 74.87 vs. CFJAX (68.46).
| CFJAX | VIVAX | CFJAX / VIVAX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.62 | 0.17 | 365% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 9.105 | 6.724 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 195B | 1% |
| Annual Yield % from dividends | 1.78 | 2.06 | 86% |
| Returns for 1 year | 10.57 | 9.76 | 108% |
| Returns for 3 years | 35.32 | 34.31 | 103% |
| Returns for 5 years | 68.46 | 74.87 | 91% |
| Returns for 10 years | 104.70 | 116.32 | 90% |
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