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 23 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | CMJAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | CMJAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | CMJAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | CMJAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | CMJAX vs VMCIX |
Best Risk-Adjusted Alternatives to CMJAX
CMJAX has a PortfoliosLab risk / return rank of 47. There are 52 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | CMJAX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | CMJAX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | CMJAX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | CMJAX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | CMJAX vs VSEQX |
Top Performing CMJAX Alternatives (YTD)
CMJAX is at 15.34% YTD. There are 39 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | CMJAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | CMJAX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | CMJAX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | CMJAX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | CMJAX vs BIGTX |
Lowest Volatility Alternatives to CMJAX
CMJAX has 14.07% 1-year volatility. There are 33 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | CMJAX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | CMJAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | CMJAX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | CMJAX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | CMJAX vs BTMFX |
Lowest Drawdown Alternatives to CMJAX
CMJAX has a 1-year max drawdown of -9.39%. There are 65 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | CMJAX vs QCGDX | |
| 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 |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CDHIX 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 | 70 | 13.10% | — | Jun 2000 | CMJAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -9.20% | — | Aug 1987 | CMJAX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 58 | 19.91% | — | Oct 2015 | CMJAX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 53 | 12.35% | — | Jun 2015 | CMJAX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2006 | CMJAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 69 | 15.07% | — | Jun 2015 | CMJAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 90 | 36.06% | — | Oct 2012 | CMJAX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 35 | 0.59% | — | Oct 1982 | CMJAX vs CFICX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | CMJAX vs CAEIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 49 | 0.60% | — | Jul 2001 | CMJAX vs CYBIX |
Often Compared With CMJAX
Investors most often compare CMJAX with PARMX, FITLX, FXAIX. These 20 comparison targets span 5 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