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CSXRX vs VFIAX
CSXRX vs VFIAX Comparison
Open Charts CSXRX vs VFIAX
Calvert US Large Cap Core Rspnb Idx R6
Price$58.00
Change-$1.02 (-1.73%)
VolumeN/A
Net Assets6.11B
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
CSXRX vs VFIAX Comparison Chart in %
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CSXRX vs. VFIAX commentary
Nov 14, 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 CSXRX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. CSXRX (6.11B). VFIAX pays higher dividends than CSXRX: VFIAX (1.11) vs CSXRX (0.85). CSXRX was incepted earlier than VFIAX: CSXRX (8 years) vs VFIAX (25 years). CSXRX (0.29) is less costly to investors than VFIAX (0.04). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than CSXRX: VFIAX (3000) vs CSXRX (5000000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. CSXRX (11.31). VFIAX (91.22) and CSXRX (87.36) have equivalent 5 years return.
| CSXRX | VFIAX | CSXRX / VFIAX | |
| Total Expense Ratio | 0.19 | 0.04 | 475% |
| Annual Report Gross Expense Ratio | 0.29 | 0.04 | 725% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 14.083 | 16.653 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11B | 1.46T | 0% |
| Annual Yield % from dividends | 0.85 | 1.11 | 77% |
| Returns for 1 year | 11.31 | 14.54 | 78% |
| Returns for 3 years | 73.07 | 71.74 | 102% |
| Returns for 5 years | 87.36 | 91.22 | 96% |
| Returns for 10 years | N/A | 238.79 | - |
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