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CSXRX vs VTSMX
CSXRX vs VTSMX Comparison
Open Charts CSXRX vs VTSMX
Calvert US Large Cap Core Rspnb Idx R6
Price$51.13
Change-$0.69 (-1.33%)
VolumeN/A
Net Assets5.57B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CSXRX vs VTSMX Comparison Chart
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CSXRX vs. VTSMX commentary
Jun 16, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CSXRX (5.57B). VTSMX pays higher dividends than CSXRX: VTSMX (1.18) vs CSXRX (0.99). CSXRX was incepted earlier than VTSMX: CSXRX (8 years) vs VTSMX (33 years). CSXRX (0.29) is less costly to investors than VTSMX (0.14). CSXRX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CSXRX: VTSMX (3000) vs CSXRX (5000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. CSXRX (9.08). CSXRX return over 5 years is better than : 100.86 vs. VTSMX (91.36).
| CSXRX | VTSMX | CSXRX / VTSMX | |
| Total Expense Ratio | 0.19 | 0.14 | 136% |
| Annual Report Gross Expense Ratio | 0.29 | 0.14 | 207% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 0.570 | 1.349 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 1.82T | 0% |
| Annual Yield % from dividends | 0.99 | 1.18 | 83% |
| Returns for 1 year | 9.08 | 10.06 | 90% |
| Returns for 3 years | 64.24 | 57.59 | 112% |
| Returns for 5 years | 100.86 | 91.36 | 110% |
| Returns for 10 years | N/A | 178.92 | - |
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