CAPEX Alternatives & Similar Mutual Funds

Eaton Vance Tax Managed Growth 1.0 Fund (CAPEX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CAPEX

CAPEX charges 0.45% annually. There are 50 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	CAPEX vs ACIHX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	CAPEX vs VIGIX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CAPEX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	CAPEX vs SWLGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	CAPEX vs VRGWX

Best Risk-Adjusted Alternatives to CAPEX

CAPEX has a PortfoliosLab risk / return rank of 34. There are 77 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	CAPEX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	CAPEX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	CAPEX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	CAPEX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	CAPEX vs FDSSX

Top Performing CAPEX Alternatives (YTD)

CAPEX is at 6.95% YTD. There are 121 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	CAPEX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	CAPEX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	CAPEX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	CAPEX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	CAPEX vs VPMCX

Lowest Volatility Alternatives to CAPEX

CAPEX has 13.30% 1-year volatility. There are 27 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	CAPEX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	CAPEX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	CAPEX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	CAPEX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	CAPEX vs GQEPX

Lowest Drawdown Alternatives to CAPEX

CAPEX has a 1-year max drawdown of -10.52%. There are 48 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	CAPEX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	CAPEX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	CAPEX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	CAPEX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	CAPEX vs DNVYX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	CAPEX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	CAPEX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	CAPEX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	CAPEX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	CAPEX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	CAPEX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	97	11.82%	—	Dec 2012	CAPEX vs BDMAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	74	12.22%	—	Sep 1999	CAPEX vs FAMRX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	84	21.93%	11.50B	Mar 1999	CAPEX vs VTMSX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	CAPEX vs BSIIX

Often Compared With CAPEX

Investors most often compare CAPEX with SPY, SPMO, VTCLX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	CAPEX vs SPY
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	46	21.07%	21.05B	Oct 2015	CAPEX vs SPMO
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	62	9.27%	29.90B	Sep 1994	CAPEX vs VTCLX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	CAPEX vs VFAIX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	CAPEX vs ASFYX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	12	-0.33%	—	Oct 2002	CAPEX vs TILIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	3.33%	—	Jun 2000	CAPEX vs GXXIX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	CAPEX vs NASDX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	CAPEX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	45	4.50%	—	Dec 1986	CAPEX vs PROVX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	61	15.92%	—	Jun 2019	CAPEX vs FGKFX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	57	8.52%	—	Jun 2012	CAPEX vs TVRIX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	CAPEX vs ADX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	CAPEX vs RYGRX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	56	17.06%	—	Jul 1958	CAPEX vs AMRGX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	CAPEX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	CAPEX vs VTMGX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	5	-1.30%	—	Jan 1991	CAPEX vs BLUEX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	70	14.05%	—	Mar 2001	CAPEX vs ANFFX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	18	3.80%	378.80B	Nov 2000	CAPEX vs VIGAX

Compare CAPEX with Any Fund or Stock

Compare CAPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair CAPEX with funds that move differently

Eaton Vance Tax Managed Growth 1.0 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAPEX.

Explore CAPEX Diversifiers

Eaton Vance Tax Managed Growth 1.0 Fund (CAPEX) Alternatives