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CRFRX vs VIVAX
CRFRX vs VIVAX Comparison
Open Charts CRFRX vs VIVAX
Calvert Focused Value R6
Price$11.98
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets60.02M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CRFRX vs VIVAX Comparison Chart in %
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CRFRX vs. VIVAX commentary
Jul 07, 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 CRFRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. CRFRX (60M). VIVAX pays higher dividends than CRFRX: VIVAX (2.06) vs CRFRX (1.24). CRFRX was incepted earlier than VIVAX: CRFRX (3 years) vs VIVAX (33 years). CRFRX (0.88) is less costly to investors than VIVAX (0.17). CRFRX is a more actively managed with annual turnover of: 107.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CRFRX: VIVAX (3000) vs CRFRX (5000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. CRFRX (7.18).
| CRFRX | VIVAX | CRFRX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 5.088 | 6.209 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60M | 189B | 0% |
| Annual Yield % from dividends | 1.24 | 2.06 | 60% |
| Returns for 1 year | 7.18 | 12.04 | 60% |
| Returns for 3 years | 28.68 | 35.16 | 82% |
| Returns for 5 years | N/A | 80.14 | - |
| Returns for 10 years | 33.85 | 115.74 | 29% |