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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | CFJIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CFJIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CFJIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CFJIX vs TILVX |
Best Risk-Adjusted Alternatives to CFJIX
CFJIX has a PortfoliosLab risk / return rank of 67. There are 120 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CFJIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | CFJIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | CFJIX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | CFJIX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | CFJIX vs FSWCX |
Top Performing CFJIX Alternatives (YTD)
CFJIX is at 15.01% YTD. There are 38 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | CFJIX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | CFJIX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | CFJIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | CFJIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | CFJIX vs PXTIX |
Lowest Volatility Alternatives to CFJIX
CFJIX has 12.71% 1-year volatility. There are 276 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | CFJIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | CFJIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | CFJIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 8.04% | — | Feb 1996 | CFJIX vs FALGX | |
| Fidelity Advisor Large Cap Fund Class C | 8.04% | — | Nov 1997 | CFJIX vs FLCCX |
Lowest Drawdown Alternatives to CFJIX
CFJIX has a 1-year max drawdown of -9.00%. There are 264 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | CFJIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CFJIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CFJIX vs HFCVX | |
| Torray 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 Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CDHIX 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 | 12.25% | — | Jun 2000 | CFJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -9.67% | — | Aug 1987 | CFJIX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 58 | 19.09% | — | Oct 2015 | CFJIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 47 | 11.31% | — | Jun 2015 | CFJIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2006 | CFJIX vs CULAX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 34.84% | — | Oct 2012 | CFJIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 32 | 0.32% | — | Oct 1982 | CFJIX vs CFICX | |
| Calvert Global Energy Solutions Fund | Global Equities | 87 | 22.32% | — | May 2007 | CFJIX vs CAEIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 46 | 0.44% | — | Jul 2001 | CFJIX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 44 | 11.46% | — | Apr 2022 | CFJIX vs CRFIX |
Often Compared With CFJIX
Investors most often compare CFJIX with FEKFX, EMTIX, QQQ. These 20 comparison targets span 14 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