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 15 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | CGJIX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CGJIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CGJIX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | CGJIX vs VIGAX | |
| 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 30. There are 94 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | CGJIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | CGJIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | CGJIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | CGJIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | CGJIX vs FZAPX |
Top Performing CGJIX Alternatives (YTD)
CGJIX is at 8.07% YTD. There are 123 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | CGJIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | CGJIX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | CGJIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | CGJIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | CGJIX vs GTLLX |
Lowest Volatility Alternatives to CGJIX
CGJIX has 14.96% 1-year volatility. There are 86 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | CGJIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | CGJIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | CGJIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CGJIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | CGJIX vs GQEPX |
Lowest Drawdown Alternatives to CGJIX
CGJIX has a 1-year max drawdown of -11.15%. There are 68 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
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CAEIX 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 | 62 | 11.89% | — | Jun 2000 | CGJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -4.70% | — | Aug 1987 | CGJIX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 44 | 11.37% | — | May 2007 | CGJIX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 17.06% | — | Oct 2015 | CGJIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CGJIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 94 | 22.97% | — | Jun 2015 | CGJIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 68 | 22.37% | — | Oct 2012 | CGJIX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 10.19% | — | Jun 2005 | CGJIX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 18 | -0.74% | — | Oct 1982 | CGJIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 35 | 0.27% | — | Jul 2001 | CGJIX vs CYBIX |
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