CSXRX
Price
$54.08
Change
+$0.46 (+0.86%)
Updated
Jul 3 closing price
Net Assets
5.86B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CSXRX vs VTSMX

Header iconCSXRX vs VTSMX Comparison
Open Charts CSXRX vs VTSMXBanner chart's image
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.

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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).
CSXRXVTSMXCSXRX / VTSMX
Total Expense Ratio0.190.14136%
Annual Report Gross Expense Ratio0.290.14207%
Fund Existence8 years33 years-
Gain YTD6.3736.42199%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets5.86B1.82T0%
Annual Yield % from dividends0.941.1284%
Returns for 1 year13.2613.8996%
Returns for 3 years68.4862.08110%
Returns for 5 years104.1595.59109%
Returns for 10 yearsN/A198.05-
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