CFJIX vs. VEIRX

In the year-to-date period, CFJIX achieves a 2.59% return, which is significantly lower than VEIRX's 3.18% return.

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CFJIX has a 0.24% expense ratio, which is higher than VEIRX's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Value Responsible Index Fund (CFJIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CFJIX Sharpe Ratio is 0.72, which is comparable to the VEIRX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of CFJIX and VEIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CFJIX's dividend yield for the trailing twelve months is around 6.15%, less than VEIRX's 9.69% yield.

The maximum CFJIX drawdown since its inception was -36.91%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for CFJIX and VEIRX.

Calvert US Large-Cap Value Responsible Index Fund (CFJIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX) have volatilities of 4.39% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.