Calvert Focused Value Fund (CRFIX) Alternatives
Calvert Focused Value Fund (CRFIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CRFIX. 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 CRFIX
CRFIX charges 0.74% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CRFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CRFIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CRFIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CRFIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CRFIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CRFIX vs TILVX |
Best Risk-Adjusted Alternatives to CRFIX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CRFIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CRFIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CRFIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CRFIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CRFIX vs VALAX |
Top Performing CRFIX Alternatives (YTD)
CRFIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CRFIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CRFIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CRFIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CRFIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CRFIX vs HFCVX |
Lowest Volatility Alternatives to CRFIX
CRFIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CRFIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CRFIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CRFIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CRFIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CRFIX vs ACIIX |
Lowest Drawdown Alternatives to CRFIX
CRFIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CRFIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CRFIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CRFIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CRFIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CRFIX vs PSECX |
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 | CRFIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CRFIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CRFIX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CRFIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CRFIX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CRFIX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CRFIX vs CYBIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CRFIX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CRFIX vs CFICX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 27 | -5.91% | Jun 29, 2005 | CRFIX vs CAAAX |
Often Compared With CRFIX
What investors most often compare with CRFIX, based on PortfoliosLab usage data.
Compare CRFIX with Any Fund or Stock
Compare CRFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.