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 314 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | EALCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EALCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EALCX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | EALCX vs TILIX |
Best Risk-Adjusted Alternatives to EALCX
EALCX has a PortfoliosLab risk / return rank of 12. There are 272 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | EALCX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | EALCX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | EALCX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | EALCX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | EALCX vs FOCKX |
Top Performing EALCX Alternatives (YTD)
EALCX is at 4.19% YTD. There are 322 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | EALCX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | EALCX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | EALCX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | EALCX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | EALCX vs FOCKX |
Lowest Volatility Alternatives to EALCX
EALCX has 15.89% 1-year volatility. There are 139 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | EALCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | EALCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | EALCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | EALCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | EALCX vs GQEPX |
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 10 categories.
Often Compared With EALCX
Investors most often compare EALCX with EAEAX, VOO, VOOG. These 20 comparison targets span 12 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