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 125 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% | 47.00B | May 2000 | CMCIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 10. There are 138 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | CMCIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | CMCIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | CMCIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | CMCIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | CMCIX vs DMCRX |
Top Performing CMCIX Alternatives (YTD)
CMCIX is at 9.01% YTD. There are 134 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | CMCIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | CMCIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | CMCIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | CMCIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | CMCIX vs NEAGX |
Lowest Volatility Alternatives to CMCIX
CMCIX has 15.38% 1-year volatility. There is 1 mutual fund in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | CMCIX vs EMCAX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | CMCIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CMCIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | CMCIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.40% | — | Sep 1997 | CMCIX vs ETMGX |
Lowest Drawdown Alternatives to CMCIX
CMCIX has a 1-year max drawdown of -11.68%. There are 39 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 Fund | -8.60% | — | Nov 1995 | CMCIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CMCIX vs SGPIX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CAEIX 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 | 62 | 11.89% | — | Jun 2000 | CMCIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -4.70% | — | Aug 1987 | CMCIX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 44 | 11.37% | — | May 2007 | CMCIX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 17.06% | — | Oct 2015 | CMCIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 30 | 8.07% | — | Jun 2015 | CMCIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CMCIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 94 | 22.97% | — | Jun 2015 | CMCIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 68 | 22.37% | — | Oct 2012 | CMCIX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 10.19% | — | Jun 2005 | CMCIX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 18 | -0.74% | — | Oct 1982 | CMCIX vs CFICX |
Often Compared With CMCIX
Investors most often compare CMCIX with FGROX, DTSGX, 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