Eaton Vance Stock Fund (EAERX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EAERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EAERX
EAERX charges 0.98% annually. There are 301 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | EAERX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | EAERX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | EAERX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | EAERX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | EAERX vs SWPPX |
Best Risk-Adjusted Alternatives to EAERX
EAERX has a PortfoliosLab risk / return rank of 17. There are 346 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | EAERX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | EAERX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | EAERX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | EAERX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | EAERX vs FTZIX |
Top Performing EAERX Alternatives (YTD)
EAERX is at 2.97% YTD. There are 349 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | EAERX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | EAERX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | EAERX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | EAERX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | EAERX vs IGIAX |
Lowest Volatility Alternatives to EAERX
EAERX has 12.85% 1-year volatility. There are 226 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | EAERX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | EAERX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | EAERX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | EAERX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | EAERX vs FSUVX |
Lowest Drawdown Alternatives to EAERX
EAERX has a 1-year max drawdown of -10.68%. There are 309 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | EAERX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | EAERX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | EAERX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | EAERX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | EAERX vs QUERX |
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 EAERX
Investors most often compare EAERX with EAIIX, EVFTX, EAH.L. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare EAERX with Any Fund or Stock
Compare EAERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EAERX with funds that move differently
Eaton Vance Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EAERX.
Explore EAERX Diversifiers