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CSXAX vs VTSMX
CSXAX vs VTSMX Comparison
Open Charts CSXAX vs VTSMX
Calvert US Large Cap Core Rspnb Idx A
Price$55.17
Change-$0.30 (-0.54%)
VolumeN/A
Net Assets5.99B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
CSXAX vs VTSMX Comparison Chart in %
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CSXAX vs. VTSMX commentary
Jan 15, 2026
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 CSXAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. CSXAX (5.99B). VTSMX pays higher dividends than CSXAX: VTSMX (1.02) vs CSXAX (0.67). CSXAX was incepted earlier than VTSMX: CSXAX (26 years) vs VTSMX (34 years). CSXAX (0.59) is less costly to investors than VTSMX (0.14). CSXAX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CSXAX: VTSMX (3000) vs CSXAX (5000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. CSXAX (12.81). VTSMX return over 5 years is better than : 73.62 vs. CSXAX (69.20).
| CSXAX | VTSMX | CSXAX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 1.471 | 1.679 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 2.06T | 0% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 12.81 | 18.29 | 70% |
| Returns for 3 years | 66.83 | 70.89 | 94% |
| Returns for 5 years | 69.20 | 73.62 | 94% |
| Returns for 10 years | 269.74 | 270.34 | 100% |
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