Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) Alternatives
Calvert US Large-Cap Growth Responsible Index Fund (CGJIX) 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 CGJIX. 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 CGJIX
CGJIX charges 0.24% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CGJIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CGJIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CGJIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CGJIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CGJIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | CGJIX vs TILIX |
Best Risk-Adjusted Alternatives to CGJIX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | CGJIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | CGJIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | CGJIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | CGJIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | CGJIX vs VTMGX |
Top Performing CGJIX Alternatives (YTD)
CGJIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | CGJIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CGJIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | CGJIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | CGJIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | CGJIX vs AMRGX |
Lowest Volatility Alternatives to CGJIX
CGJIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | CGJIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | CGJIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | CGJIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | CGJIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | CGJIX vs PROVX |
Lowest Drawdown Alternatives to CGJIX
CGJIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | CGJIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CGJIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | CGJIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CGJIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CGJIX vs BBLIX |
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 | CGJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CGJIX vs CSIEX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CGJIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CGJIX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CGJIX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CGJIX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CGJIX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CGJIX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CGJIX vs CFICX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 27 | -5.91% | Jun 29, 2005 | CGJIX vs CAAAX |
Often Compared With CGJIX
What investors most often compare with CGJIX, based on PortfoliosLab usage data.
Compare CGJIX with Any Fund or Stock
Compare CGJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.