Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) Alternatives
Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EAEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EAEAX
EAEAX charges 1.25% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among EAEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | EAEAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | EAEAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | EAEAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | EAEAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | EAEAX vs BWBIX |
Best Risk-Adjusted Alternatives to EAEAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | EAEAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | EAEAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | EAEAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | EAEAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | EAEAX vs PMAIX |
Top Performing EAEAX Alternatives (YTD)
EAEAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | EAEAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | EAEAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | EAEAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | EAEAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | EAEAX vs CONWX |
Lowest Volatility Alternatives to EAEAX
EAEAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | EAEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | EAEAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | EAEAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | EAEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | EAEAX vs SICIX |
Lowest Drawdown Alternatives to EAEAX
EAEAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | EAEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | EAEAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | EAEAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | EAEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | EAEAX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With EAEAX
What investors most often compare with EAEAX, based on PortfoliosLab usage data.
Compare EAEAX with Any Fund or Stock
Compare EAEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.