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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$54.08
Change+$0.46 (+0.86%)
VolumeN/A
Net Assets5.86B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CSXRX vs VTSMX Comparison Chart in %
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CSXRX vs. VTSMX commentary
Jul 07, 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 (5.86B). VTSMX pays higher dividends than CSXRX: VTSMX (1.12) vs CSXRX (0.94). 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 (13.89) and CSXRX (13.26) have marching annual gain over last year. CSXRX return over 5 years is better than : 104.15 vs. VTSMX (95.59).
| 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 | 6.373 | 6.421 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.82T | 0% |
| Annual Yield % from dividends | 0.94 | 1.12 | 84% |
| Returns for 1 year | 13.26 | 13.89 | 96% |
| Returns for 3 years | 68.48 | 62.08 | 110% |
| Returns for 5 years | 104.15 | 95.59 | 109% |
| Returns for 10 years | N/A | 198.05 | - |
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