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 48 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | CAPEX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CAPEX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CAPEX vs VIGIX | |
| 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 42. There are 83 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | CAPEX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | CAPEX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | CAPEX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | CAPEX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | CAPEX vs FCGSX |
Top Performing CAPEX Alternatives (YTD)
CAPEX is at 9.71% YTD. There are 144 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | CAPEX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | CAPEX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | CAPEX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | CAPEX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | CAPEX vs CHASX |
Lowest Volatility Alternatives to CAPEX
CAPEX has 12.90% 1-year volatility. There are 27 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | CAPEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | CAPEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | CAPEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CAPEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | CAPEX vs GQEPX |
Lowest Drawdown Alternatives to CAPEX
CAPEX has a 1-year max drawdown of -10.52%. There are 49 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CAPEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CAPEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CAPEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CAPEX vs MRFOX | |
| 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | CAPEX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | CAPEX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | CAPEX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | CAPEX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | CAPEX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | CAPEX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | CAPEX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | CAPEX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | CAPEX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | CAPEX vs FAMRX |
Often Compared With CAPEX
Investors most often compare CAPEX with SPY, SPMO, VTCLX. These 20 comparison targets span 8 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