CFAIX vs. FXAIX
Compare and contrast key facts about Calvert Conservative Allocation Fund Class I (CFAIX) and Fidelity 500 Index Fund (FXAIX).
CFAIX is managed by Calvert Research and Management. It was launched on May 20, 2016. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFAIX or FXAIX.
Correlation
The correlation between CFAIX and FXAIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CFAIX vs. FXAIX - Performance Comparison
Key characteristics
CFAIX:
1.77
FXAIX:
1.97
CFAIX:
2.50
FXAIX:
2.64
CFAIX:
1.32
FXAIX:
1.36
CFAIX:
1.13
FXAIX:
2.98
CFAIX:
7.50
FXAIX:
12.34
CFAIX:
1.38%
FXAIX:
2.04%
CFAIX:
5.82%
FXAIX:
12.79%
CFAIX:
-21.17%
FXAIX:
-33.79%
CFAIX:
-0.46%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, CFAIX achieves a 2.36% return, which is significantly lower than FXAIX's 4.11% return.
CFAIX
2.36%
1.62%
2.09%
9.43%
2.94%
N/A
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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CFAIX vs. FXAIX - Expense Ratio Comparison
CFAIX has a 0.66% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CFAIX vs. FXAIX — Risk-Adjusted Performance Rank
CFAIX
FXAIX
CFAIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Conservative Allocation Fund Class I (CFAIX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CFAIX vs. FXAIX - Dividend Comparison
CFAIX's dividend yield for the trailing twelve months is around 3.53%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAIX Calvert Conservative Allocation Fund Class I | 3.53% | 3.62% | 3.48% | 2.48% | 2.03% | 1.91% | 2.21% | 2.95% | 2.14% | 2.58% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CFAIX vs. FXAIX - Drawdown Comparison
The maximum CFAIX drawdown since its inception was -21.17%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CFAIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CFAIX vs. FXAIX - Volatility Comparison
The current volatility for Calvert Conservative Allocation Fund Class I (CFAIX) is 1.53%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that CFAIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.