Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) 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 EACPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EACPX
EACPX charges 1.25% annually. There are 363 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 | EACPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EACPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | EACPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | EACPX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | EACPX vs TILIX |
Best Risk-Adjusted Alternatives to EACPX
EACPX has a PortfoliosLab risk / return rank of 13. There are 334 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | EACPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | EACPX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | EACPX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | EACPX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | EACPX vs POGRX |
Top Performing EACPX Alternatives (YTD)
EACPX is at 3.76% YTD. There are 350 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | EACPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | EACPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | EACPX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | EACPX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | EACPX vs FOCPX |
Lowest Volatility Alternatives to EACPX
EACPX has 14.07% 1-year volatility. There are 100 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 | EACPX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | EACPX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | EACPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | EACPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | EACPX vs AWYIX |
Lowest Drawdown Alternatives to EACPX
EACPX has a 1-year max drawdown of -16.26%. There are 268 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 | EACPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EACPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EACPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | EACPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EACPX 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 | 71 | 21.03% | — | Jan 2000 | EACPX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | EACPX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | EACPX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | EACPX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | EACPX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | EACPX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | EACPX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | EACPX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | EACPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | EACPX vs ASFYX |
Often Compared With EACPX
Investors most often compare EACPX with EPIVX, EAEAX, EAAS.L. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EACPX with Any Fund or Stock
Compare EACPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EACPX with funds that move differently
Eaton Vance Tax Managed Multi Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EACPX.
Explore EACPX Diversifiers