Calvert Balanced Fund (CSIFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSIFX
CSIFX charges 0.91% annually. There are 375 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CSIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CSIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CSIFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CSIFX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CSIFX vs VTMFX |
Best Risk-Adjusted Alternatives to CSIFX
CSIFX has a PortfoliosLab risk / return rank of 30. There are 487 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CSIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CSIFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CSIFX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | CSIFX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | CSIFX vs AYBLX |
Top Performing CSIFX Alternatives (YTD)
CSIFX is at 3.16% YTD. There are 479 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | CSIFX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | CSIFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | CSIFX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | CSIFX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | CSIFX vs SMIFX |
Lowest Volatility Alternatives to CSIFX
CSIFX has 8.97% 1-year volatility. There are 313 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CSIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CSIFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | CSIFX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CSIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CSIFX vs CSTAX |
Lowest Drawdown Alternatives to CSIFX
CSIFX has a 1-year max drawdown of -7.98%. There are 431 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CSIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CSIFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CSIFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CSIFX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | CSIFX vs FSRKX |
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 | 68 | 12.08% | — | Jun 2000 | CSIFX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CSIFX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CSIFX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CSIFX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CSIFX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CSIFX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CSIFX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CSIFX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CSIFX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CSIFX vs CYBIX |
Often Compared With CSIFX
Investors most often compare CSIFX with VOO, IVV, FCNTX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CSIFX with Any Fund or Stock
Compare CSIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSIFX with funds that move differently
Calvert Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSIFX.
Explore CSIFX Diversifiers