Calvert US Mid-Cap Core Responsible Index Fund (CMJIX) 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 CMJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMJIX
CMJIX charges 0.24% annually. There are 18 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 | CMJIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | CMJIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | CMJIX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CMJIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | CMJIX vs VEMPX |
Best Risk-Adjusted Alternatives to CMJIX
CMJIX has a PortfoliosLab risk / return rank of 61. There are 23 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | CMJIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | CMJIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | CMJIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | CMJIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | CMJIX vs FZAMX |
Top Performing CMJIX Alternatives (YTD)
CMJIX is at 19.11% YTD. There are 26 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | CMJIX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | CMJIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | CMJIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | CMJIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | CMJIX vs FZAMX |
Lowest Volatility Alternatives to CMJIX
CMJIX has 14.57% 1-year volatility. There are 33 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | CMJIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | CMJIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | CMJIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | CMJIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | CMJIX vs RSINX |
Lowest Drawdown Alternatives to CMJIX
CMJIX has a 1-year max drawdown of -9.37%. There are 63 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 | CMJIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CMJIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CMJIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CMJIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CMJIX vs DNLDX |
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 | CMJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -7.52% | — | Aug 1987 | CMJIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 37 | 9.99% | — | Jun 2015 | CMJIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CMJIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CMJIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CMJIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CMJIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CMJIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CMJIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CMJIX vs CYBIX |
Often Compared With CMJIX
Investors most often compare CMJIX with FXAIX, QQQ, WASMX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CMJIX with Any Fund or Stock
Compare CMJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMJIX with funds that move differently
Calvert US Mid-Cap Core Responsible Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMJIX.
Explore CMJIX Diversifiers