CMEUX vs. CGJIX

In the year-to-date period, CMEUX achieves a -4.30% return, which is significantly higher than CGJIX's -6.17% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CMEUX has a 0.07% expense ratio, which is lower than CGJIX's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and Calvert US Large-Cap Growth Responsible Index Fund (CGJIX). 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.

The current CMEUX Sharpe Ratio is 0.42, which is comparable to the CGJIX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of CMEUX and CGJIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMEUX's dividend yield for the trailing twelve months is around 1.06%, more than CGJIX's 0.57% yield.

The maximum CMEUX drawdown since its inception was -28.39%, smaller than the maximum CGJIX drawdown of -31.73%. Use the drawdown chart below to compare losses from any high point for CMEUX and CGJIX. For additional features, visit the drawdowns tool.