Calvert US Large-Cap Core Responsible Index Fund (CISIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CISIX
CISIX charges 0.24% annually. There are 70 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CISIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CISIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CISIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CISIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | CISIX vs SSSYX |
Best Risk-Adjusted Alternatives to CISIX
CISIX has a PortfoliosLab risk / return rank of 68. There are 84 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | CISIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | CISIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | CISIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CISIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | CISIX vs IGIAX |
Top Performing CISIX Alternatives (YTD)
CISIX is at 12.08% YTD. There are 58 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | CISIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | CISIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | CISIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | CISIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | CISIX vs FLVCX |
Lowest Volatility Alternatives to CISIX
CISIX has 13.16% 1-year volatility. There are 275 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | CISIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | CISIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | CISIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | CISIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | CISIX vs FSUVX |
Lowest Drawdown Alternatives to CISIX
CISIX has a 1-year max drawdown of -9.72%. There are 242 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CISIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CISIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CISIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CISIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CISIX vs QUERX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CSIEX, CGJIX, CDHIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CISIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CISIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CISIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CISIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CISIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CISIX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CISIX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CISIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CISIX vs CYBIX | |
| Calvert Small/Mid-Cap Fund Class I | Small Cap Growth Equities | 5 | 5.94% | — | Jul 2011 | CISIX vs CMCIX |
Often Compared With CISIX
Investors most often compare CISIX with VOO, FXAIX, VIIIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare CISIX with Any Fund or Stock
Compare CISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CISIX with funds that move differently
Calvert US Large-Cap Core Responsible Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CISIX.
Explore CISIX Diversifiers