Investment Test Drive

CCACX Calvert Capital Accumulation C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CCACX Calvert Capital Accumulation C AVEGX Ave Maria Growth ETGLX Eventide Gilead N  
100% 89% 86%
Annual Fees
(1.96% Exp. Ratio)
(1.17% Exp. Ratio)
(1.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,611.71 $36,400.61 $34,150.32
Est. savings over 30 yrs +$7,788.90 +$5,538.60
As of 9/30/16
1 YR RETURN -2.87%
3 YR 2.67%
5 YR 11.42%
10 YR 6.13%
1 YR RETURN 12.87%
3 YR 8.28%
5 YR 14.25%
10 YR 8.42%
1 YR RETURN 6.90%
3 YR 6.32%
5 YR 20.27%
10 YR --
The investment seeks long-term capital appreciation. The fund offers opportunities for long-term capital appreciation primarily by investing in the common stocks of U.S. mid-cap companies that meet the fund's investment criteria, including financial, sustainability and social responsibility investment factors. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The fund may also invest up to 25% of its net assets in foreign securities. It is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-cap companies.
The investment seeks to provide long-term capital appreciation. Normally, the fund invests primarily in a broad range of equity securities without limitation to market capitalization. It may invest without limitation in securities in companies domiciled outside the United States either directly or through ADRs. From time to time, the fund may invest a substantial portion of its assets in the stock of companies in one or more sectors of the economy that are typically not highly correlated with the overall market, such as the healthcare and life sciences sector.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!