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 71 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CISIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CISIX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | CISIX vs VSMPX |
Best Risk-Adjusted Alternatives to CISIX
CISIX has a PortfoliosLab risk / return rank of 63. There are 138 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | CISIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | CISIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | CISIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | CISIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | CISIX vs GTLOX |
Top Performing CISIX Alternatives (YTD)
CISIX is at 12.89% YTD. There are 70 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | CISIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | CISIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | CISIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | CISIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | CISIX vs RESGX |
Lowest Volatility Alternatives to CISIX
CISIX has 13.19% 1-year volatility. There are 283 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | CISIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | CISIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | CISIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | CISIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | CISIX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | -7.52% | — | Aug 1987 | CISIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 37 | 9.99% | — | Jun 2015 | CISIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CISIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CISIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CISIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CISIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CISIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CISIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CISIX vs CYBIX | |
| Calvert Small/Mid-Cap Fund Class I | Small Cap Growth Equities | 4 | 7.94% | — | 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