Calvert US Mid-Cap Core Responsible Index Fund Class A (CMJAX) belongs to the Mid 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 CMJAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMJAX
CMJAX charges 0.49% annually. There are 24 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | CMJAX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | CMJAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | CMJAX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CMJAX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | CMJAX vs VEMPX |
Best Risk-Adjusted Alternatives to CMJAX
CMJAX has a PortfoliosLab risk / return rank of 71. There are 21 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | CMJAX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | CMJAX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | CMJAX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | CMJAX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | CMJAX vs FTHMX |
Top Performing CMJAX Alternatives (YTD)
CMJAX is at 18.94% YTD. There are 19 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | CMJAX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | CMJAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | CMJAX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | CMJAX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | CMJAX vs TARKX |
Lowest Volatility Alternatives to CMJAX
CMJAX has 14.51% 1-year volatility. There are 33 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | CMJAX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | CMJAX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | CMJAX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | CMJAX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | CMJAX vs RSINX |
Lowest Drawdown Alternatives to CMJAX
CMJAX has a 1-year max drawdown of -9.39%. There are 64 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | CMJAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CMJAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CMJAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CMJAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CMJAX vs DNLDX |
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 | 63 | 11.28% | — | Jun 2000 | CMJAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -4.38% | — | Aug 1987 | CMJAX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 51 | 11.52% | — | May 2007 | CMJAX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 16.93% | — | Oct 2015 | CMJAX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 29 | 7.25% | — | Jun 2015 | CMJAX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CMJAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 93 | 23.32% | — | Jun 2015 | CMJAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 19.64% | — | Oct 2012 | CMJAX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 9.81% | — | Jun 2005 | CMJAX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.48% | — | Oct 1982 | CMJAX vs CFICX |
Often Compared With CMJAX
Investors most often compare CMJAX with PARMX, FITLX, FXAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CMJAX with Any Fund or Stock
Compare CMJAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMJAX with funds that move differently
Calvert US Mid-Cap Core Responsible Index Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMJAX.
Explore CMJAX Diversifiers