Calvert Equity Fund Class I (CEYIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CEYIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CEYIX
CEYIX charges 0.66% annually. There are 114 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CEYIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CEYIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.77B | Dec 2017 | CEYIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | CEYIX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | CEYIX vs TILIX |
Best Risk-Adjusted Alternatives to CEYIX
CEYIX has a PortfoliosLab risk / return rank of 2. There are 405 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 96.10B | Nov 1984 | CEYIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 87 | — | Jan 2007 | CEYIX vs CHAIX | |
| Chase Growth Fund | 86 | — | Dec 1997 | CEYIX vs CHASX | |
| Davis New York Venture Fund Class Y | 83 | — | Feb 1969 | CEYIX vs DNVYX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 82 | 32.70B | Nov 2001 | CEYIX vs VHCAX |
Top Performing CEYIX Alternatives (YTD)
CEYIX is at -8.36% YTD. There are 397 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.55% | — | Oct 2002 | CEYIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.38% | — | Feb 2017 | CEYIX vs FUMIX | |
| Chase Growth Fund | 24.75% | — | Dec 1997 | CEYIX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.70% | — | Jan 2007 | CEYIX vs CHAIX | |
| Rydex S&P 500 Pure Growth Fund | 23.34% | — | Feb 2004 | CEYIX vs RYGRX |
Lowest Volatility Alternatives to CEYIX
CEYIX has 13.49% 1-year volatility. There are 40 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.80% | — | Sep 2019 | CEYIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.84% | — | Jan 2005 | CEYIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.13% | — | Apr 2010 | CEYIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.18% | — | Dec 2015 | CEYIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | CEYIX vs GQEPX |
Lowest Drawdown Alternatives to CEYIX
CEYIX has a 1-year max drawdown of -14.17%. There are 184 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CEYIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CEYIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CEYIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CEYIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CEYIX vs DNVYX |
Other Mutual Funds from Calvert
The 2 most viewed Calvert mutual funds shown here include CSXRX, CBAIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | Large Cap Blend Equities | 58 | 10.57% | — | Oct 2017 | CEYIX vs CSXRX | |
| Calvert Balanced Fund Class I | Diversified Portfolio | 26 | 2.57% | — | Dec 2004 | CEYIX vs CBAIX |
Compare CEYIX with Any Fund or Stock
Compare CEYIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CEYIX with funds that move differently
Calvert Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CEYIX.
Explore CEYIX Diversifiers