Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) belongs to the Mid 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 EAASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EAASX
EAASX charges 1.14% annually. There are 123 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | EAASX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | EAASX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | EAASX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | EAASX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | EAASX vs VMFGX |
Best Risk-Adjusted Alternatives to EAASX
EAASX has a PortfoliosLab risk / return rank of 2. There are 148 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | EAASX vs NEEIX | |
| Needham Growth Fund | 91 | — | Jan 1996 | EAASX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | EAASX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 89 | — | Oct 2000 | EAASX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 82 | — | Nov 2004 | EAASX vs POAGX |
Top Performing EAASX Alternatives (YTD)
EAASX is at -2.18% YTD. There are 146 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.02% | — | Dec 2016 | EAASX vs NEEIX | |
| Needham Growth Fund | 56.72% | — | Jan 1996 | EAASX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.34% | — | Oct 2000 | EAASX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.64% | — | Jul 2019 | EAASX vs CTIGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 26.51% | — | May 2007 | EAASX vs LSHAX |
Lowest Volatility Alternatives to EAASX
EAASX has 15.57% 1-year volatility. There are 29 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.00% | — | May 2021 | EAASX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | EAASX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | EAASX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | EAASX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.30% | — | — | EAASX vs RIPIX |
Lowest Drawdown Alternatives to EAASX
EAASX has a 1-year max drawdown of -14.82%. There are 98 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | EAASX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | EAASX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | EAASX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | EAASX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | EAASX vs SECUX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.
Often Compared With EAASX
Investors most often compare EAASX with VOO, MGC, SMMD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare EAASX with Any Fund or Stock
Compare EAASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EAASX with funds that move differently
Eaton Vance Atlanta Capital SMID-Cap Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EAASX.
Explore EAASX Diversifiers