Calvert Small-Cap Fund (CCVAX) Alternatives
Calvert Small-Cap Fund (CCVAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CCVAX
CCVAX charges 1.19% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CCVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | CCVAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | CCVAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | CCVAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | CCVAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CCVAX vs VSMAX |
Best Risk-Adjusted Alternatives to CCVAX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | CCVAX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | CCVAX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | CCVAX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | CCVAX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | CCVAX vs PRSVX |
Top Performing CCVAX Alternatives (YTD)
CCVAX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | CCVAX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | CCVAX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | CCVAX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | CCVAX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | CCVAX vs RIVSX |
Lowest Volatility Alternatives to CCVAX
CCVAX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | CCVAX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | CCVAX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | CCVAX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | CCVAX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | CCVAX vs CSMDX |
Lowest Drawdown Alternatives to CCVAX
CCVAX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | CCVAX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | CCVAX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | CCVAX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | CCVAX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | CCVAX vs BOSOX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CCVAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CCVAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CCVAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CCVAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CCVAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CCVAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CCVAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CCVAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CCVAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CCVAX vs CFICX |
Often Compared With CCVAX
What investors most often compare with CCVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Enhanced Small Cap ETF | Small Cap Blend Equities | 76 | 0.82% | Dec 20, 2007 | CCVAX vs FESM | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | CCVAX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | CCVAX vs TISBX |
Compare CCVAX with Any Fund or Stock
Compare CCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.