EAERX Alternatives & Similar Mutual Funds

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 292 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	EAERX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	EAERX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	EAERX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	EAERX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	EAERX vs WBREOX

Best Risk-Adjusted Alternatives to EAERX

EAERX has a PortfoliosLab risk / return rank of 28. There are 350 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	EAERX vs SVPFX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	95	—	Feb 2004	EAERX vs GTLOX
NYVTX	Davis New York Venture Fund	95	—	Feb 1969	EAERX vs NYVTX
VPCCX	Vanguard PRIMECAP Core Fund	94	18.10B	Dec 2004	EAERX vs VPCCX
POGSX	Pin Oak Equity	94	—	Aug 1992	EAERX vs POGSX

Top Performing EAERX Alternatives (YTD)

EAERX is at 7.59% YTD. There are 344 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	25.49%	18.10B	Dec 2004	EAERX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.38%	—	Dec 2018	EAERX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	23.81%	—	Nov 2004	EAERX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	23.36%	—	Jan 1995	EAERX vs IGIAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.30%	—	Dec 2015	EAERX vs RESGX

Lowest Volatility Alternatives to EAERX

EAERX has 13.34% 1-year volatility. There are 254 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	EAERX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.18%	—	Jul 2012	EAERX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.20%	—	Jul 2012	EAERX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.82%	—	Aug 2018	EAERX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.31%	—	Feb 2012	EAERX vs SILVX

Lowest Drawdown Alternatives to EAERX

EAERX has a 1-year max drawdown of -10.68%. There are 308 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	EAERX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	EAERX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	EAERX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	EAERX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	EAERX vs AMFEX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	52	8.82%	—	Jan 2004	EAERX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.90%	—	Aug 2010	EAERX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	61	9.38%	—	Feb 2007	EAERX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	91	2.63%	—	Apr 2009	EAERX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	5	0.19%	—	Nov 2006	EAERX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.59%	—	Oct 2011	EAERX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.95%	—	Feb 2013	EAERX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	60	0.25%	—	Jun 1993	EAERX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.56%	—	Sep 2011	EAERX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.53%	—	Jun 2007	EAERX vs EIGMX

Often Compared With EAERX

Investors most often compare EAERX with EAIIX, EVFTX, EAH.L. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	96	4.66%	—	Jun 2007	EAERX vs EAIIX
EVFTX	E-Valuator Conservative/Moderate (30%-50%) RMS Fun...	Diversified Portfolio	53	7.14%	—	May 2016	EAERX vs EVFTX
EAH.L	Eco Animal Health Group plc		70	-4.31%	—	—	EAERX vs EAH.L
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	19	8.17%	—	Sep 2018	EAERX vs GQEIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	EAERX vs SPY
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.45%	—	Dec 2011	EAERX vs DHAMX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	72	5.28%	—	Jun 2007	EAERX vs EEIAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	82	12.80%	—	Mar 2025	EAERX vs FGJEX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	73	11.75%	—	Aug 2014	EAERX vs SSEYX
YFSIX	AMG Yacktman Global Fund	Global Equities	31	26.14%	—	Jan 2017	EAERX vs YFSIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	6.24%	—	Nov 2019	EAERX vs FNSTX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	6	6.27%	—	Apr 2002	EAERX vs EISMX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	18	7.81%	—	Jan 2021	EAERX vs NWAUX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	73	12.04%	—	Aug 2015	EAERX vs BKTSX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.24%	—	Mar 2019	EAERX vs TANDX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	92	18.83%	—	Sep 1931	EAERX vs EHSTX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	57	1.34%	—	Jun 2013	EAERX vs ORDNX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	93	21.92%	96.10B	Nov 2001	EAERX vs VPMAX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	75	11.75%	—	Sep 2014	EAERX vs SSSYX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	75	12.19%	34.70B	May 2001	EAERX vs VITPX

Compare EAERX with Any Fund or Stock

Compare EAERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Eaton Vance Stock Fund (EAERX) Alternatives