Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EADIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EADIX
EADIX charges 1.18% annually. There are 185 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | EADIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | EADIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | EADIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | EADIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | EADIX vs VTWAX |
Best Risk-Adjusted Alternatives to EADIX
EADIX has a PortfoliosLab risk / return rank of 47. There are 102 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | EADIX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | EADIX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | EADIX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | EADIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | EADIX vs JGYIX |
Top Performing EADIX Alternatives (YTD)
EADIX is at 10.51% YTD. There are 117 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | EADIX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | EADIX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | EADIX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | EADIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | EADIX vs PRGSX |
Lowest Volatility Alternatives to EADIX
EADIX has 13.46% 1-year volatility. There are 136 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | EADIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | EADIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | EADIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | EADIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | EADIX vs SGMAX |
Lowest Drawdown Alternatives to EADIX
EADIX has a 1-year max drawdown of -11.12%. There are 139 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | EADIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | EADIX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | EADIX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | EADIX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | EADIX vs LVAFX |
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 | EADIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | EADIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | EADIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | EADIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | EADIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | EADIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | EADIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | EADIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | EADIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | EADIX vs ASFYX |
Often Compared With EADIX
Investors most often compare EADIX with PIPAX, BIZD, MGK. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare EADIX with Any Fund or Stock
Compare EADIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EADIX with funds that move differently
Eaton Vance Tax-Managed Global Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EADIX.
Explore EADIX Diversifiers