Calvert Equity Fund (CSIEX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSIEX
CSIEX charges 0.91% annually. There are 250 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CSIEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CSIEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CSIEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CSIEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CSIEX vs VIGAX |
Best Risk-Adjusted Alternatives to CSIEX
CSIEX has a PortfoliosLab risk / return rank of 1. There are 414 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | CSIEX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | CSIEX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | CSIEX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | CSIEX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | CSIEX vs FOCPX |
Top Performing CSIEX Alternatives (YTD)
CSIEX is at -12.17% YTD. There are 415 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | CSIEX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CSIEX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | CSIEX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | CSIEX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | CSIEX vs POGRX |
Lowest Volatility Alternatives to CSIEX
CSIEX has 12.69% 1-year volatility. There are 20 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | CSIEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CSIEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | CSIEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CSIEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | CSIEX vs GQEPX |
Lowest Drawdown Alternatives to CSIEX
CSIEX has a 1-year max drawdown of -14.28%. There are 187 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CSIEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CSIEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CSIEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CSIEX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CSIEX vs DNVYX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CGJIX, CDHIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 68 | 12.08% | — | Jun 2000 | CSIEX vs CISIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CSIEX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CSIEX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CSIEX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CSIEX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CSIEX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CSIEX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CSIEX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CSIEX vs CYBIX | |
| Calvert Small/Mid-Cap Fund Class I | Small Cap Growth Equities | 5 | 5.94% | — | Jul 2011 | CSIEX vs CMCIX |
Often Compared With CSIEX
Investors most often compare CSIEX with SPY, VOO, ESGV. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare CSIEX with Any Fund or Stock
Compare CSIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSIEX with funds that move differently
Calvert Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSIEX.
Explore CSIEX Diversifiers