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CSXRX vs VFINX
CSXRX vs VFINX Comparison
Open Charts CSXRX vs VFINX
Calvert US Large Cap Core Rspnb Idx R6
Price$57.05
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets6.03B
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
CSXRX vs VFINX Comparison Chart in %
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CSXRX vs. VFINX commentary
Oct 19, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. CSXRX (6.04B). VFINX pays higher dividends than CSXRX: VFINX (1.05) vs CSXRX (0.88). CSXRX was incepted earlier than VFINX: CSXRX (8 years) vs VFINX (49 years). CSXRX (0.29) is less costly to investors than VFINX (0.14). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CSXRX: VFINX (0) vs CSXRX (5000000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. CSXRX (12.68). VFINX (91.55) and CSXRX (88.16) have equivalent 5 years return.
| CSXRX | VFINX | CSXRX / VFINX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.29 | 0.14 | 207% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | 12.215 | 13.407 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 1.41T | 0% |
| Annual Yield % from dividends | 0.88 | 1.05 | 84% |
| Returns for 1 year | 12.68 | 14.15 | 90% |
| Returns for 3 years | 81.34 | 79.37 | 102% |
| Returns for 5 years | 88.16 | 91.55 | 96% |
| Returns for 10 years | N/A | 228.72 | - |
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