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CLVRX vs VVIAX
CLVRX vs VVIAX Comparison
Open Charts CLVRX vs VVIAX
Calvert US Large Cap Value Rspnb Idx R6
Price$35.47
Change+$0.33 (+0.94%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
CLVRX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. CLVRX (1.79B). VVIAX pays higher dividends than CLVRX: VVIAX (2.10) vs CLVRX (1.99). CLVRX was incepted earlier than VVIAX: CLVRX (4 years) vs VVIAX (25 years). CLVRX (0.32) is less costly to investors than VVIAX (0.05). CLVRX is a more actively managed with annual turnover of: 33.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than CLVRX: VVIAX (3000) vs CLVRX (5000000). CLVRX annual gain was more profitable for investors over the last year : 9.13 vs. VVIAX (7.74).
| CLVRX | VVIAX | CLVRX / VVIAX | |
| Total Expense Ratio | 0.19 | 0.05 | 380% |
| Annual Report Gross Expense Ratio | 0.32 | 0.05 | 640% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 10.719 | 7.850 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 203B | 1% |
| Annual Yield % from dividends | 1.99 | 2.10 | 94% |
| Returns for 1 year | 9.13 | 7.74 | 118% |
| Returns for 3 years | 38.95 | 36.61 | 106% |
| Returns for 5 years | N/A | 70.16 | - |
| Returns for 10 years | N/A | 131.61 | - |