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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$35.10
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets1.86B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
CFJAX vs VIVAX Comparison Chart in %
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CFJAX vs. VIVAX commentary
Sep 09, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. CFJAX (1.86B). VIVAX pays higher dividends than CFJAX: VIVAX (1.99) vs CFJAX (1.72). 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 : 9.72 vs. VIVAX (8.93). VIVAX return over 5 years is better than : 70.93 vs. CFJAX (64.27).
| 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 | 10.204 | 7.648 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 203B | 1% |
| Annual Yield % from dividends | 1.72 | 1.99 | 86% |
| Returns for 1 year | 9.72 | 8.93 | 109% |
| Returns for 3 years | 31.72 | 31.79 | 100% |
| Returns for 5 years | 64.27 | 70.93 | 91% |
| Returns for 10 years | 119.75 | 132.80 | 90% |
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