Calvert US Mid-Cap Core Responsible Index Fund (CMJIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMJIX
CMJIX charges 0.24% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among CMJIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | CMJIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | CMJIX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | CMJIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | CMJIX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | CMJIX vs VMCIX |
Best Risk-Adjusted Alternatives to CMJIX
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 | — | CMJIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | CMJIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | CMJIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | CMJIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | CMJIX vs BIGTX |
Top Performing CMJIX Alternatives (YTD)
CMJIX 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 | CMJIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | CMJIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | CMJIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | CMJIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | CMJIX vs FTSIX |
Lowest Volatility Alternatives to CMJIX
CMJIX 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 | CMJIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | CMJIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | CMJIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | CMJIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | CMJIX vs GABVX |
Lowest Drawdown Alternatives to CMJIX
CMJIX 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 | CMJIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | CMJIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | CMJIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | CMJIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | CMJIX 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 | CMJIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CMJIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CMJIX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CMJIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CMJIX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CMJIX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CMJIX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CMJIX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CMJIX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CMJIX vs CFICX |
Often Compared With CMJIX
What investors most often compare with CMJIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CMJIX vs FXAIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | CMJIX vs QQQ | |
| iShares Core S&P Mid-Cap ETF | Mid Cap Blend Equities | 53 | 2.56% | May 22, 2000 | CMJIX vs IJH | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | CMJIX vs WASMX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | CMJIX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | CMJIX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | CMJIX vs GTSGX |
Compare CMJIX with Any Fund or Stock
Compare CMJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.