CSIEX vs. MEIFX
Compare and contrast key facts about Calvert Equity Fund (CSIEX) and Meridian Enhanced Equity Fund (MEIFX).
CSIEX is managed by Calvert Research and Management. It was launched on Aug 24, 1987. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
CSIEX vs. MEIFX - Performance Comparison
Loading graphics...
CSIEX vs. MEIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSIEX Calvert Equity Fund | -9.53% | 7.27% | 8.35% | 17.93% | -17.61% | 28.90% | 24.26% | 36.46% | 5.03% | 25.78% |
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, CSIEX achieves a -9.53% return, which is significantly lower than MEIFX's -1.60% return. Over the past 10 years, CSIEX has underperformed MEIFX with an annualized return of 11.57%, while MEIFX has yielded a comparatively higher 13.78% annualized return.
CSIEX
- 1D
- 1.65%
- 1M
- -5.52%
- YTD
- -9.53%
- 6M
- -9.23%
- 1Y
- -2.44%
- 3Y*
- 6.03%
- 5Y*
- 4.91%
- 10Y*
- 11.57%
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSIEX vs. MEIFX - Expense Ratio Comparison
CSIEX has a 0.91% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
CSIEX vs. MEIFX — Risk / Return Rank
CSIEX
MEIFX
CSIEX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Equity Fund (CSIEX) and Meridian Enhanced Equity Fund (MEIFX). 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.
| CSIEX | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.30 | -0.45 |
Sortino ratioReturn per unit of downside risk | -0.11 | 0.55 | -0.66 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.07 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 0.49 | -0.62 |
Martin ratioReturn relative to average drawdown | -0.42 | 2.30 | -2.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSIEX | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.30 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.37 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.51 | -0.04 |
Correlation
The correlation between CSIEX and MEIFX is 0.80, 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.
Dividends
CSIEX vs. MEIFX - Dividend Comparison
CSIEX's dividend yield for the trailing twelve months is around 25.39%, more than MEIFX's 7.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIEX Calvert Equity Fund | 25.39% | 22.97% | 8.74% | 1.79% | 3.40% | 3.56% | 2.70% | 2.87% | 8.78% | 8.10% | 11.30% | 25.62% |
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
CSIEX vs. MEIFX - Drawdown Comparison
The maximum CSIEX drawdown since its inception was -50.81%, smaller than the maximum MEIFX drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for CSIEX and MEIFX.
Loading graphics...
Drawdown Indicators
| CSIEX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.81% | -54.37% | +3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -8.99% | -5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.71% | -23.54% | -2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -30.50% | -28.67% | -1.83% |
Current DrawdownCurrent decline from peak | -11.71% | -7.42% | -4.29% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -7.76% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.05% | +2.27% |
Volatility
CSIEX vs. MEIFX - Volatility Comparison
Calvert Equity Fund (CSIEX) has a higher volatility of 4.59% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.54%. This indicates that CSIEX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CSIEX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 3.54% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 7.12% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 14.91% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 15.93% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 17.95% | -0.83% |