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 a closer substitute for your current allocation.
Cheapest Alternatives to CGJIX
CGJIX charges 0.24% annually. There are 17 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CGJIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | CGJIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CGJIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CGJIX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | CGJIX vs TILIX |
Best Risk-Adjusted Alternatives to CGJIX
CGJIX has a PortfoliosLab risk / return rank of 37. There are 105 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | CGJIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | CGJIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | CGJIX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | CGJIX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | CGJIX vs FCGSX |
Top Performing CGJIX Alternatives (YTD)
CGJIX is at 9.99% YTD. There are 137 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | CGJIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | CGJIX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | CGJIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | CGJIX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | CGJIX vs CHASX |
Lowest Volatility Alternatives to CGJIX
CGJIX has 14.42% 1-year volatility. There are 80 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | CGJIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | CGJIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | CGJIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CGJIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | CGJIX vs GQEPX |
Lowest Drawdown Alternatives to CGJIX
CGJIX has a 1-year max drawdown of -11.15%. There are 70 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CGJIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CGJIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CGJIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CGJIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CGJIX vs DNVYX |
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 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 63 | 12.89% | — | Jun 2000 | CGJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -7.52% | — | Aug 1987 | CGJIX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CGJIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CGJIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CGJIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CGJIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CGJIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CGJIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CGJIX vs CYBIX | |
| Calvert Small/Mid-Cap Fund Class I | Small Cap Growth Equities | 4 | 7.94% | — | Jul 2011 | CGJIX vs CMCIX |
Often Compared With CGJIX
Investors most often compare CGJIX with CUTAX, CISMX, CISO. These 20 comparison targets span 14 categories, 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.
Pair CGJIX with funds that move differently
Calvert US Large-Cap Growth Responsible Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGJIX.
Explore CGJIX Diversifiers