Interact to see
Advertisement
Advertisement
CLVRX vs VIVIX
CLVRX vs VIVIX Comparison
Open Charts CLVRX vs VIVIX
Calvert US Large Cap Value Rspnb Idx R6
Price$34.77
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
CLVRX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. CLVRX (1.79B). VIVIX pays higher dividends than CLVRX: VIVIX (2.19) vs CLVRX (2.07). CLVRX was incepted earlier than VIVIX: CLVRX (4 years) vs VIVIX (27 years). CLVRX (0.32) is less costly to investors than VIVIX (0.04). CLVRX is a more actively managed with annual turnover of: 33.00 vs. VIVIX (9.00). CLVRX (5000000) and VIVIX (5000000) have matching initial minimum investment requirements. CLVRX annual gain was more profitable for investors over the last year : 9.40 vs. VIVIX (7.91).
| CLVRX | VIVIX | CLVRX / VIVIX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.32 | 0.04 | 800% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 8.656 | 6.533 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 196B | 1% |
| Annual Yield % from dividends | 2.07 | 2.19 | 95% |
| Returns for 1 year | 9.40 | 7.91 | 119% |
| Returns for 3 years | 24.92 | 25.93 | 96% |
| Returns for 5 years | N/A | 68.54 | - |
| Returns for 10 years | N/A | 114.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement