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 a closer substitute for your current allocation.
Cheapest Alternatives to CCVAX
CCVAX charges 1.19% annually. There are 127 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | CCVAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CCVAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | CCVAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | CCVAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | CCVAX vs VSMAX |
Best Risk-Adjusted Alternatives to CCVAX
CCVAX has a PortfoliosLab risk / return rank of 4. There are 173 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | CCVAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | CCVAX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | CCVAX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | CCVAX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | CCVAX vs RYOTX |
Top Performing CCVAX Alternatives (YTD)
CCVAX is at 5.37% YTD. There are 170 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | CCVAX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | CCVAX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | CCVAX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | CCVAX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | CCVAX vs HASCX |
Lowest Volatility Alternatives to CCVAX
CCVAX has 16.46% 1-year volatility. There are 14 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | CCVAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | CCVAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | CCVAX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | CCVAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | CCVAX vs BOSOX |
Lowest Drawdown Alternatives to CCVAX
CCVAX has a 1-year max drawdown of -13.23%. There are 159 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | CCVAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CCVAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | CCVAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CCVAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | CCVAX vs SSCDX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CGJIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 68 | 12.08% | — | Jun 2000 | CCVAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CCVAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CCVAX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CCVAX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CCVAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CCVAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CCVAX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CCVAX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CCVAX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CCVAX vs CYBIX |
Often Compared With CCVAX
Investors most often compare CCVAX with FESM, CRFIX, AZBIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CCVAX with Any Fund or Stock
Compare CCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCVAX with funds that move differently
Calvert Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCVAX.
Explore CCVAX Diversifiers