Calvert Income Fund (CFICX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFICX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFICX
CFICX charges 0.92% annually. There are 36 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | — | Nov 2009 | CFICX vs VSTBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | — | Nov 2009 | CFICX vs VICBX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | — | Nov 2009 | CFICX vs VLCIX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.07% | 50.50B | Nov 2010 | CFICX vs VSCSX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | 68.70B | Mar 2010 | CFICX vs VICSX |
Best Risk-Adjusted Alternatives to CFICX
CFICX has a PortfoliosLab risk / return rank of 28. There are 7 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 89 | — | Dec 2014 | CFICX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 77 | — | Nov 2009 | CFICX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 74 | 50.50B | Nov 2010 | CFICX vs VSCSX | |
| John Hancock Managed Account Shares Investment-Gra... | 39 | — | Jul 2019 | CFICX vs JMABX | |
| Western Asset SMASh Series C Fund | 33 | — | Dec 2006 | CFICX vs LMLCX |
Top Performing CFICX Alternatives (YTD)
CFICX is at 0.19% YTD. There are 24 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 4.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 4.38% | — | Dec 2014 | CFICX vs MIFIX | |
| Western Asset SMASh Series C Fund | 1.68% | — | Dec 2006 | CFICX vs LMLCX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 1.03% | — | Nov 2009 | CFICX vs VLCIX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 1.02% | 9.20B | Jan 2010 | CFICX vs VLTCX | |
| DFA Intermediate-Term Extended Quality Portfolio F... | 0.87% | — | Jul 2010 | CFICX vs DFTEX |
Lowest Volatility Alternatives to CFICX
CFICX has 3.71% 1-year volatility. There are 9 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.78% | 50.50B | Nov 2010 | CFICX vs VSCSX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.78% | — | Nov 2009 | CFICX vs VSTBX | |
| LKCM Fixed Income Fund | 2.54% | — | Dec 1997 | CFICX vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 2.87% | — | Sep 2018 | CFICX vs IDMIX | |
| Miller Intermediate Bond Fund | 3.08% | — | Dec 2014 | CFICX vs MIFIX |
Lowest Drawdown Alternatives to CFICX
CFICX has a 1-year max drawdown of -3.08%. There are 12 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | — | Nov 2009 | CFICX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | 50.50B | Nov 2010 | CFICX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | — | Dec 1997 | CFICX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | — | Dec 1993 | CFICX vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | — | Sep 2018 | CFICX vs IDMIX |
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 | CFICX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CFICX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CFICX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CFICX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CFICX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CFICX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CFICX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CFICX vs CAEIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CFICX vs CYBIX | |
| Calvert Small/Mid-Cap Fund Class I | Small Cap Growth Equities | 5 | 5.94% | — | Jul 2011 | CFICX vs CMCIX |
Often Compared With CFICX
Investors most often compare CFICX with PTIAX, MNHYX, COIIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CFICX with Any Fund or Stock
Compare CFICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFICX with funds that move differently
Calvert Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFICX.
Explore CFICX Diversifiers