Interact to see
Advertisement
Advertisement
CSXRX vs VFINX
CSXRX vs VFINX Comparison
Open Charts CSXRX vs VFINX
Calvert US Large Cap Core Rspnb Idx R6
Price$56.45
Change-$1.15 (-2.00%)
VolumeN/A
Net Assets6.06B
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
CSXRX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSXRX vs. VFINX commentary
Feb 04, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. CSXRX (6.07B). VFINX pays higher dividends than CSXRX: VFINX (1.01) vs CSXRX (0.93). 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: 8.00 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 : 15.48 vs. CSXRX (9.88). VFINX return over 5 years is better than : 78.93 vs. CSXRX (66.43).
| 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 | 0.948 | 1.131 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.07B | 1.48T | 0% |
| Annual Yield % from dividends | 0.93 | 1.01 | 92% |
| Returns for 1 year | 9.88 | 15.48 | 64% |
| Returns for 3 years | 60.67 | 67.54 | 90% |
| Returns for 5 years | 66.43 | 78.93 | 84% |
| Returns for 10 years | N/A | 268.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers