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 a closer substitute for your current allocation.
Cheapest Alternatives to CRFIX
CRFIX charges 0.74% annually. There are 142 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CRFIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CRFIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CRFIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CRFIX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CRFIX vs TILVX |
Best Risk-Adjusted Alternatives to CRFIX
Among 321 mutual funds in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | CRFIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | CRFIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | CRFIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | CRFIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | CRFIX vs PKAIX |
Top Performing CRFIX Alternatives (YTD)
Among 321 mutual funds in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | CRFIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | CRFIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | CRFIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | CRFIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | CRFIX vs NFJEX |
Lowest Volatility Alternatives to CRFIX
Among 323 mutual funds in the Large Cap Value Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CRFIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | CRFIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | CRFIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | CRFIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | CRFIX vs TMMAX |
Lowest Drawdown Alternatives to CRFIX
Among 321 mutual funds in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CRFIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CRFIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CRFIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CRFIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CRFIX vs SVAIX |
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 | 66 | 12.71% | — | Jun 2000 | CRFIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -6.75% | — | Aug 1987 | CRFIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 36 | 9.67% | — | Jun 2015 | CRFIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 68 | 18.30% | — | Oct 2015 | CRFIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CRFIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 13.66% | — | May 2007 | CRFIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 90 | 21.78% | — | Jun 2015 | CRFIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 73 | 25.54% | — | Oct 2012 | CRFIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 34 | 0.25% | — | Oct 1982 | CRFIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 56 | 0.93% | — | Jul 2001 | CRFIX vs CYBIX |
Often Compared With CRFIX
Investors most often compare CRFIX with CRF, NANC, USA. These 20 comparison targets span 16 categories, 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.
Pair CRFIX with funds that move differently
Calvert Focused Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRFIX.
Explore CRFIX Diversifiers