Calvert Small/Mid-Cap Fund Class I (CMCIX) belongs to the Small 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 CMCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMCIX
CMCIX charges 1.26% annually. There are 124 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | CMCIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | CMCIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | CMCIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CMCIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CMCIX vs VISGX |
Best Risk-Adjusted Alternatives to CMCIX
CMCIX has a PortfoliosLab risk / return rank of 4. There are 143 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | CMCIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | CMCIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | CMCIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | CMCIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | CMCIX vs NEAIX |
Top Performing CMCIX Alternatives (YTD)
CMCIX is at 7.94% YTD. There are 141 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | CMCIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | CMCIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | CMCIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | CMCIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | CMCIX vs OBMCX |
Lowest Volatility Alternatives to CMCIX
CMCIX has 15.37% 1-year volatility. There is 1 mutual fund in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | CMCIX vs EMCAX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | CMCIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | CMCIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | CMCIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.37% | — | Jul 1999 | CMCIX vs NBGIX |
Lowest Drawdown Alternatives to CMCIX
CMCIX has a 1-year max drawdown of -11.68%. There are 42 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | CMCIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CMCIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CMCIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | CMCIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | CMCIX vs RFIMX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CGJIX and span 9 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 | CMCIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -7.52% | — | Aug 1987 | CMCIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 37 | 9.99% | — | Jun 2015 | CMCIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CMCIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CMCIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CMCIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CMCIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CMCIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CMCIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CMCIX vs CYBIX |
Often Compared With CMCIX
Investors most often compare CMCIX with DTSGX, FGROX, WBSIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CMCIX with Any Fund or Stock
Compare CMCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMCIX with funds that move differently
Calvert Small/Mid-Cap Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMCIX.
Explore CMCIX Diversifiers