Calvert Balanced Fund Class I (CBAIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CBAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBAIX
CBAIX charges 0.65% annually. There are 265 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CBAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CBAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CBAIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CBAIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CBAIX vs FYMIX |
Best Risk-Adjusted Alternatives to CBAIX
CBAIX has a PortfoliosLab risk / return rank of 37. There are 463 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CBAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CBAIX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | CBAIX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CBAIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | CBAIX vs FSRKX |
Top Performing CBAIX Alternatives (YTD)
CBAIX is at 4.51% YTD. There are 425 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | CBAIX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | CBAIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | CBAIX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | CBAIX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | CBAIX vs DGIFX |
Lowest Volatility Alternatives to CBAIX
CBAIX has 8.41% 1-year volatility. There are 303 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | CBAIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CBAIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | CBAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | CBAIX vs CSTAX |
Lowest Drawdown Alternatives to CBAIX
CBAIX has a 1-year max drawdown of -7.65%. There are 409 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CBAIX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | CBAIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | CBAIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | CBAIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | CBAIX vs FSRRX |
Other Mutual Funds from Calvert
The 1 most viewed Calvert mutual funds shown here include CSXRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | Large Cap Blend Equities | 70 | 13.13% | — | Oct 2017 | CBAIX vs CSXRX |
Often Compared With CBAIX
Investors most often compare CBAIX with FSIRX, BLNDX, PUDZX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | CBAIX vs FSIRX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | CBAIX vs BLNDX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | CBAIX vs PUDZX |
Compare CBAIX with Any Fund or Stock
Compare CBAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBAIX with funds that move differently
Calvert Balanced Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBAIX.
Explore CBAIX Diversifiers