Calvert US Large Cap Core Responsible Index Fund Class R6 (CSXRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSXRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSXRX
CSXRX charges 0.19% annually. There are 62 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CSXRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CSXRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CSXRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CSXRX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | CSXRX vs SWPPX |
Best Risk-Adjusted Alternatives to CSXRX
CSXRX has a PortfoliosLab risk / return rank of 63. There are 145 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | CSXRX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | CSXRX vs VPCCX | |
| Pin Oak Equity | 91 | — | Aug 1992 | CSXRX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | CSXRX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | CSXRX vs VPMAX |
Top Performing CSXRX Alternatives (YTD)
CSXRX is at 12.39% YTD. There are 73 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.33% | 17.20B | Dec 2004 | CSXRX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.31% | — | Nov 2004 | CSXRX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.29% | — | Jan 1995 | CSXRX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.29% | — | Dec 2015 | CSXRX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.80% | 92.00B | Nov 2001 | CSXRX vs VPMAX |
Lowest Volatility Alternatives to CSXRX
CSXRX has 13.20% 1-year volatility. There are 281 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | CSXRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | CSXRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | CSXRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | CSXRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | CSXRX vs JEPIX |
Lowest Drawdown Alternatives to CSXRX
CSXRX has a 1-year max drawdown of -9.72%. There are 242 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | CSXRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CSXRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CSXRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CSXRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CSXRX vs QUERX |
Other Mutual Funds from Calvert
The 1 most viewed Calvert mutual funds shown here include CBAIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Balanced Fund Class I | Diversified Portfolio | 29 | 3.80% | — | Dec 2004 | CSXRX vs CBAIX |
Often Compared With CSXRX
Investors most often compare CSXRX with CGDV, DHAMX, QQQ. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CSXRX with Any Fund or Stock
Compare CSXRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSXRX with funds that move differently
Calvert US Large Cap Core Responsible Index Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSXRX.
Explore CSXRX Diversifiers