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CFJAX vs VIVIX
CFJAX vs VIVIX Comparison
Open Charts CFJAX vs VIVIX
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$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
CFJAX vs VIVIX Comparison Chart in %
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CFJAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. CFJAX (1.86B). VIVIX pays higher dividends than CFJAX: VIVIX (2.11) vs CFJAX (1.72). CFJAX was incepted earlier than VIVIX: CFJAX (10 years) vs VIVIX (27 years). CFJAX (0.62) is less costly to investors than VIVIX (0.04). CFJAX is a more actively managed with annual turnover of: 33.00 vs. VIVIX (9.00). CFJAX has a lower initial minimum investment than VIVIX: CFJAX (5000) vs VIVIX (5000000). CFJAX annual gain was more profitable for investors over the last year : 9.72 vs. VIVIX (8.92). VIVIX return over 5 years is better than : 70.91 vs. CFJAX (64.27).
| CFJAX | VIVIX | CFJAX / VIVIX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 10.204 | 7.669 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 203B | 1% |
| Annual Yield % from dividends | 1.72 | 2.11 | 81% |
| Returns for 1 year | 9.72 | 8.92 | 109% |
| Returns for 3 years | 31.72 | 31.77 | 100% |
| Returns for 5 years | 64.27 | 70.91 | 91% |
| Returns for 10 years | 119.75 | 132.77 | 90% |
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