Calvert US Large-Cap Value Responsible Index Fund (CFJIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CFJIX
CFJIX charges 0.24% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CFJIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CFJIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CFJIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CFJIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CFJIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CFJIX vs VVIAX |
Best Risk-Adjusted Alternatives to CFJIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CFJIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CFJIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CFJIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CFJIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CFJIX vs VALAX |
Top Performing CFJIX Alternatives (YTD)
CFJIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CFJIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CFJIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CFJIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CFJIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CFJIX vs HFCVX |
Lowest Volatility Alternatives to CFJIX
CFJIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CFJIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CFJIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CFJIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CFJIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CFJIX vs ACIIX |
Lowest Drawdown Alternatives to CFJIX
CFJIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CFJIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CFJIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CFJIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CFJIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CFJIX vs PSECX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CFJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CFJIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CFJIX vs CGJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CFJIX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CFJIX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CFJIX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CFJIX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CFJIX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CFJIX vs CFICX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 27 | -5.91% | Jun 29, 2005 | CFJIX vs CAAAX |
Often Compared With CFJIX
What investors most often compare with CFJIX, 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.