Calvert US Mid-Cap Core Responsible Index Fund Class A (CMJAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMJAX
CMJAX charges 0.49% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among CMJAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | CMJAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | CMJAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | CMJAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | CMJAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | CMJAX vs VMCIX |
Best Risk-Adjusted Alternatives to CMJAX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | CMJAX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | CMJAX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | CMJAX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | CMJAX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | CMJAX vs BIGTX |
Top Performing CMJAX Alternatives (YTD)
CMJAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | CMJAX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | CMJAX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | CMJAX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | CMJAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | CMJAX vs FTSIX |
Lowest Volatility Alternatives to CMJAX
CMJAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | CMJAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | CMJAX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | CMJAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | CMJAX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | CMJAX vs GABVX |
Lowest Drawdown Alternatives to CMJAX
CMJAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | CMJAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | CMJAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | CMJAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | CMJAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | CMJAX vs KMVAX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CMJAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CMJAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CMJAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CMJAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CMJAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CMJAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CMJAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CMJAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CMJAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CMJAX vs CFICX |
Often Compared With CMJAX
What investors most often compare with CMJAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | 24 | -4.88% | Apr 29, 2005 | CMJAX vs PARMX | |
| Fidelity US Sustainability Index Fund | Large Cap Blend Equities | 51 | -8.73% | May 9, 2017 | CMJAX vs FITLX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CMJAX vs FXAIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CMJAX vs VOO | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | CMJAX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | CMJAX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | CMJAX vs GTSGX |
Compare CMJAX with Any Fund or Stock
Compare CMJAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.