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CRFRX vs VVIAX
CRFRX vs VVIAX Comparison
Open Charts CRFRX vs VVIAX
Calvert Focused Value R6
Price$11.98
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets60.02M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CRFRX vs VVIAX Comparison Chart in %
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CRFRX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. CRFRX (60M). VVIAX pays higher dividends than CRFRX: VVIAX (2.18) vs CRFRX (1.24). CRFRX was incepted earlier than VVIAX: CRFRX (3 years) vs VVIAX (25 years). CRFRX (0.88) is less costly to investors than VVIAX (0.05). CRFRX is a more actively managed with annual turnover of: 107.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than CRFRX: VVIAX (3000) vs CRFRX (5000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. CRFRX (7.18).
| CRFRX | VVIAX | CRFRX / VVIAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 5.088 | 6.198 | 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 | 2.18 | 57% |
| Returns for 1 year | 7.18 | 12.03 | 60% |
| Returns for 3 years | 28.68 | 35.17 | 82% |
| Returns for 5 years | N/A | 80.13 | - |
| Returns for 10 years | 33.85 | 115.67 | 29% |
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