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 52 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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CAPEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CAPEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | CAPEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | CAPEX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CAPEX vs TILIX |
Best Risk-Adjusted Alternatives to CAPEX
CAPEX has a PortfoliosLab risk / return rank of 46. There are 107 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | CAPEX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CAPEX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CAPEX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CAPEX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CAPEX vs POGRX |
Top Performing CAPEX Alternatives (YTD)
CAPEX is at 8.85% YTD. There are 231 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | CAPEX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CAPEX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CAPEX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CAPEX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CAPEX vs FOKFX |
Lowest Volatility Alternatives to CAPEX
CAPEX has 12.20% 1-year volatility. There are 23 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | CAPEX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CAPEX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CAPEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CAPEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CAPEX vs AWYIX |
Lowest Drawdown Alternatives to CAPEX
CAPEX has a 1-year max drawdown of -10.52%. There are 52 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | CAPEX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CAPEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CAPEX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CAPEX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CAPEX vs AQEIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | CAPEX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | CAPEX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | CAPEX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | CAPEX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | CAPEX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | CAPEX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | CAPEX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | CAPEX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | CAPEX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | CAPEX vs ASFYX |
Often Compared With CAPEX
Investors most often compare CAPEX with SPY, SPMO, BPTRX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CAPEX with Any Fund or Stock
Compare CAPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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