Eaton Vance Growth Fund (EALCX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EALCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EALCX
EALCX charges 1.05% annually. There are 315 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | EALCX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EALCX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | EALCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EALCX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | EALCX vs TILIX |
Best Risk-Adjusted Alternatives to EALCX
EALCX has a PortfoliosLab risk / return rank of 15. There are 247 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | EALCX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | EALCX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | EALCX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | EALCX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | EALCX vs CHASX |
Top Performing EALCX Alternatives (YTD)
EALCX is at 1.84% YTD. There are 278 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | EALCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | EALCX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | EALCX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | EALCX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | EALCX vs FTQGX |
Lowest Volatility Alternatives to EALCX
EALCX has 15.58% 1-year volatility. There are 129 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | EALCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | EALCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | EALCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | EALCX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | EALCX vs BLUEX |
Lowest Drawdown Alternatives to EALCX
EALCX has a 1-year max drawdown of -14.36%. There are 192 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EALCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EALCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EALCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EALCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EALCX vs DNVYX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With EALCX
Investors most often compare EALCX with EAEAX, VOO, VOOG. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EALCX with Any Fund or Stock
Compare EALCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EALCX with funds that move differently
Eaton Vance Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EALCX.
Explore EALCX Diversifiers