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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$34.82
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets1.81B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CLVRX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. CLVRX (1.81B). VVIAX pays higher dividends than CLVRX: VVIAX (2.18) vs CLVRX (2.06). CLVRX was incepted earlier than VVIAX: CLVRX (3 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 : 14.32 vs. VVIAX (12.03).
| CLVRX | VVIAX | CLVRX / VVIAX | |
| Total Expense Ratio | 0.19 | 0.05 | 380% |
| Annual Report Gross Expense Ratio | 0.32 | 0.05 | 640% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 8.812 | 6.198 | 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 | 2.18 | 94% |
| Returns for 1 year | 14.32 | 12.03 | 119% |
| Returns for 3 years | 38.44 | 35.17 | 109% |
| Returns for 5 years | N/A | 80.13 | - |
| Returns for 10 years | N/A | 115.67 | - |
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