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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$56.45
Change-$1.15 (-2.00%)
VolumeN/A
Net Assets6.06B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
CSXRX vs VFIAX Comparison Chart in %
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CSXRX vs. VFIAX commentary
Feb 05, 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 CSXRX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. CSXRX (6.07B). VFIAX pays higher dividends than CSXRX: VFIAX (1.10) vs CSXRX (0.93). 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: 8.00 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 : 15.49 vs. CSXRX (9.88). VFIAX return over 5 years is better than : 78.94 vs. CSXRX (66.43).
| 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 | 0.948 | 1.141 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.07B | 1.48T | 0% |
| Annual Yield % from dividends | 0.93 | 1.10 | 84% |
| Returns for 1 year | 9.88 | 15.49 | 64% |
| Returns for 3 years | 60.67 | 67.56 | 90% |
| Returns for 5 years | 66.43 | 78.94 | 84% |
| Returns for 10 years | N/A | 268.61 | - |
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