Calvert US Large-Cap Value Responsible Index Fund (CFJIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFJIX
CFJIX charges 0.24% annually. There are 19 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CFJIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CFJIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CFJIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CFJIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | CFJIX vs VVIAX |
Best Risk-Adjusted Alternatives to CFJIX
CFJIX has a PortfoliosLab risk / return rank of 93. There are 54 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | CFJIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | CFJIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | CFJIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | CFJIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | CFJIX vs MALVX |
Top Performing CFJIX Alternatives (YTD)
CFJIX is at 23.32% YTD. There are 5 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | CFJIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | CFJIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | CFJIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | CFJIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | CFJIX vs YAFFX |
Lowest Volatility Alternatives to CFJIX
CFJIX has 13.03% 1-year volatility. There are 263 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CFJIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | CFJIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CFJIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | CFJIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | CFJIX vs ACIIX |
Lowest Drawdown Alternatives to CFJIX
CFJIX has a 1-year max drawdown of -9.00%. There are 261 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CFJIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CFJIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CFJIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | CFJIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CFJIX vs SVAIX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CAEIX 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 | 63 | 11.28% | — | Jun 2000 | CFJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -4.38% | — | Aug 1987 | CFJIX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 51 | 11.52% | — | May 2007 | CFJIX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 16.93% | — | Oct 2015 | CFJIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 29 | 7.25% | — | Jun 2015 | CFJIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CFJIX vs CULAX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 19.64% | — | Oct 2012 | CFJIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.48% | — | Oct 1982 | CFJIX vs CFICX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 9.81% | — | Jun 2005 | CFJIX vs CAAAX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 54 | 0.40% | — | Jul 2001 | CFJIX vs CYBIX |
Often Compared With CFJIX
Investors most often compare CFJIX with FEKFX, EMTIX, AMRMX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare CFJIX with Any Fund or Stock
Compare CFJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFJIX with funds that move differently
Calvert US Large-Cap Value Responsible Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFJIX.
Explore CFJIX Diversifiers