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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$55.01
Change-$0.24 (-0.43%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
CSXRX vs VTSMX Comparison Chart in %
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CSXRX vs. VTSMX commentary
Aug 20, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CSXRX (5.94B). VTSMX pays higher dividends than CSXRX: VTSMX (1.09) vs CSXRX (0.92). 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 (14.18) and CSXRX (13.73) have marching annual gain over last year. CSXRX return over 5 years is better than : 89.94 vs. VTSMX (83.88).
| 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 | 8.202 | 8.642 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 1.91T | 0% |
| Annual Yield % from dividends | 0.92 | 1.09 | 84% |
| Returns for 1 year | 13.73 | 14.18 | 97% |
| Returns for 3 years | 53.46 | 48.99 | 109% |
| Returns for 5 years | 89.94 | 83.88 | 107% |
| Returns for 10 years | N/A | 219.51 | - |
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