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 253 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | CSIEX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CSIEX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CSIEX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CSIEX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | CSIEX vs TILIX |
Best Risk-Adjusted Alternatives to CSIEX
CSIEX has a PortfoliosLab risk / return rank of 3. There are 399 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | CSIEX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | CSIEX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | CSIEX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | CSIEX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | CSIEX vs FDSSX |
Top Performing CSIEX Alternatives (YTD)
CSIEX is at -4.38% YTD. There are 399 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | CSIEX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | CSIEX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | CSIEX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | CSIEX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | CSIEX vs VPMCX |
Lowest Volatility Alternatives to CSIEX
CSIEX has 13.72% 1-year volatility. There are 42 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | CSIEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | CSIEX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | CSIEX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CSIEX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | CSIEX vs GQEPX |
Lowest Drawdown Alternatives to CSIEX
CSIEX has a 1-year max drawdown of -14.28%. There are 186 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
The 10 most viewed Calvert mutual funds shown here include CISIX, CAEIX, 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 | 63 | 11.28% | — | Jun 2000 | CSIEX vs CISIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 51 | 11.52% | — | May 2007 | CSIEX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 16.93% | — | Oct 2015 | CSIEX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 29 | 7.25% | — | Jun 2015 | CSIEX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CSIEX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 93 | 23.32% | — | Jun 2015 | CSIEX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 19.64% | — | Oct 2012 | CSIEX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 9.81% | — | Jun 2005 | CSIEX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.48% | — | Oct 1982 | CSIEX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 54 | 0.40% | — | Jul 2001 | CSIEX vs CYBIX |
Often Compared With CSIEX
Investors most often compare CSIEX with SPY, VOO, ESGV. These 20 comparison targets span 14 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