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 68 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 109 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | CISIX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | CISIX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | CISIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CISIX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | CISIX vs POGSX |
Top Performing CISIX Alternatives (YTD)
CISIX is at 11.28% YTD. There are 81 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | CISIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | CISIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | CISIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | CISIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | CISIX vs IGIAX |
Lowest Volatility Alternatives to CISIX
CISIX has 13.54% 1-year volatility. There are 281 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 | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | CISIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | CISIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | CISIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | CISIX vs SILVX |
Lowest Drawdown Alternatives to CISIX
CISIX has a 1-year max drawdown of -9.72%. There are 238 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 | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | CISIX vs AMFEX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CSIEX, CAEIX, CDHIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -4.38% | — | Aug 1987 | CISIX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 51 | 11.52% | — | May 2007 | CISIX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 16.93% | — | Oct 2015 | CISIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 29 | 7.25% | — | Jun 2015 | CISIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CISIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 93 | 23.32% | — | Jun 2015 | CISIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 19.64% | — | Oct 2012 | CISIX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 9.81% | — | Jun 2005 | CISIX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.48% | — | Oct 1982 | CISIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 54 | 0.40% | — | Jul 2001 | CISIX vs CYBIX |
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