Eaton Vance Stock Fund (EAERX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EAERX
EAERX charges 0.98% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among EAERX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | EAERX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | EAERX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | EAERX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | EAERX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | EAERX vs SSSYX |
Best Risk-Adjusted Alternatives to EAERX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | EAERX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | EAERX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | EAERX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | EAERX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | EAERX vs DFIEX |
Top Performing EAERX Alternatives (YTD)
EAERX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | EAERX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | EAERX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | EAERX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | EAERX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | EAERX vs POGSX |
Lowest Volatility Alternatives to EAERX
EAERX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | EAERX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.01% | Mar 28, 2021 | EAERX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | EAERX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | EAERX vs FGJEX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | EAERX vs TANDX |
Lowest Drawdown Alternatives to EAERX
EAERX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | EAERX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | EAERX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | EAERX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | EAERX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | EAERX vs FNSTX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EAERX
What investors most often compare with EAERX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | Global Bonds | 97 | 1.22% | Jun 26, 2007 | EAERX vs EAIIX | |
| E-Valuator Conservative/Moderate (30%-50%) RMS Fun... | Diversified Portfolio | 72 | -0.53% | May 25, 2016 | EAERX vs EVFTX | |
| Eco Animal Health Group plc | 88 | -7.66% | — | EAERX vs EAH.L | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | EAERX vs SPY | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 89 | 7.48% | Dec 21, 2011 | EAERX vs DHAMX | |
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 12 | -7.42% | Nov 27, 2006 | EAERX vs ETY | |
| AQR Large Cap Defensive Style Fund Class R6 | Large Cap Blend Equities | 10 | 1.76% | Jul 9, 2012 | EAERX vs QUERX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 58 | -3.97% | May 31, 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.