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CLVRX vs VIVAX
CLVRX vs VIVAX Comparison
Open Charts CLVRX vs VIVAX
Calvert US Large Cap Value Rspnb Idx R6
Price$34.82
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets1.81B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CLVRX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. CLVRX (1.81B). VIVAX (2.06) and CLVRX (2.06) have matching dividends . CLVRX was incepted earlier than VIVAX: CLVRX (3 years) vs VIVAX (33 years). CLVRX (0.32) is less costly to investors than VIVAX (0.17). CLVRX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CLVRX: VIVAX (3000) vs CLVRX (5000000). CLVRX annual gain was more profitable for investors over the last year : 14.32 vs. VIVAX (12.04).
| CLVRX | VIVAX | CLVRX / VIVAX | |
| Total Expense Ratio | 0.19 | 0.17 | 112% |
| Annual Report Gross Expense Ratio | 0.32 | 0.17 | 188% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 8.812 | 6.209 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 189B | 1% |
| Annual Yield % from dividends | 2.06 | 2.06 | 100% |
| Returns for 1 year | 14.32 | 12.04 | 119% |
| Returns for 3 years | 38.44 | 35.16 | 109% |
| Returns for 5 years | N/A | 80.14 | - |
| Returns for 10 years | N/A | 115.74 | - |
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