Calvert Emerging Markets Advancement Fund (CEFIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CEFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CEFIX
CEFIX charges 0.97% annually. There are 53 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | CEFIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | CEFIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | CEFIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | CEFIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | CEFIX vs EMPTX |
Best Risk-Adjusted Alternatives to CEFIX
CEFIX has a PortfoliosLab risk / return rank of 81. There are 63 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | CEFIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | CEFIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | CEFIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | CEFIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 93 | — | Jan 2019 | CEFIX vs LVAZX |
Top Performing CEFIX Alternatives (YTD)
CEFIX is at 23.64% YTD. There are 81 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | CEFIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | CEFIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | CEFIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | CEFIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | CEFIX vs GTDDX |
Lowest Volatility Alternatives to CEFIX
CEFIX has 20.83% 1-year volatility. There are 101 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | CEFIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | CEFIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | CEFIX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | CEFIX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | CEFIX vs BADEX |
Lowest Drawdown Alternatives to CEFIX
CEFIX has a 1-year max drawdown of -13.87%. There are 126 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | CEFIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | CEFIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | CEFIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | CEFIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | CEFIX vs GQGPX |
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 | 57 | 10.35% | — | Jun 2000 | CEFIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -11.80% | — | Aug 1987 | CEFIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 36 | 7.25% | — | Jun 2015 | CEFIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 58 | 17.90% | — | Oct 2015 | CEFIX vs CDHIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 85 | 20.00% | — | Jun 2015 | CEFIX vs CFJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CEFIX vs CULAX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 27.45% | — | Oct 2012 | CEFIX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 72 | 15.38% | — | May 2007 | CEFIX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 29 | 0.26% | — | Oct 1982 | CEFIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.44% | — | Jul 2001 | CEFIX vs CYBIX |
Often Compared With CEFIX
Investors most often compare CEFIX with GLDM, EFEIX, VOO. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CEFIX with Any Fund or Stock
Compare CEFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CEFIX with funds that move differently
Calvert Emerging Markets Advancement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CEFIX.
Explore CEFIX Diversifiers