EARRX Alternatives & Similar Mutual Funds

Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EARRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EARRX

EARRX charges 0.85% annually. There are 49 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	EARRX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	EARRX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	EARRX vs FIPDX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	EARRX vs SWRSX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	EARRX vs FSPWX

Best Risk-Adjusted Alternatives to EARRX

EARRX has a PortfoliosLab risk / return rank of 54. There are 12 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	92	—	Oct 2012	EARRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	EARRX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	EARRX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	EARRX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	79	1.19B	May 2005	EARRX vs APOIX

Top Performing EARRX Alternatives (YTD)

EARRX is at 1.14% YTD. There are 15 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.04%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.04%	—	Jul 2011	EARRX vs SEIAX
IPBAX	Allspring Real Return Fund	8.82%	—	Feb 2003	EARRX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	1.93%	—	May 2021	EARRX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	EARRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	EARRX vs VTAPX

Lowest Volatility Alternatives to EARRX

EARRX has 1.62% 1-year volatility. There are 3 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	EARRX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	EARRX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	—	Oct 2012	EARRX vs VTSPX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	EARRX vs EIRRX
APOIX	American Century Short Duration Inflation Protecti...	1.79%	1.19B	May 2005	EARRX vs APOIX

Lowest Drawdown Alternatives to EARRX

EARRX has a 1-year max drawdown of -0.98%. There are 6 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	EARRX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	EARRX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	EARRX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	EARRX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	EARRX vs EIRRX

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	54	7.51%	—	Jan 2004	EARRX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.55%	—	Aug 2010	EARRX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	64	8.50%	—	Feb 2007	EARRX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	93	2.33%	—	Apr 2009	EARRX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	5	-0.36%	—	Nov 2006	EARRX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	81	1.48%	—	Oct 2011	EARRX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.57%	—	Feb 2013	EARRX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	66	0.25%	—	Jun 1993	EARRX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	49	6.48%	—	Sep 2011	EARRX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	EARRX vs EIGMX

Often Compared With EARRX

Investors most often compare EARRX with RCTIX, SPIB, FFNYX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	82	1.44%	—	Dec 2014	EARRX vs RCTIX
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ET...	Corporate Bonds	39	0.35%	11.50B	Feb 2009	EARRX vs SPIB
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	Inflation-Protected Bonds	—	—	—	Nov 2025	EARRX vs FFNYX
LIFIX	Lord Abbett Inflation Focused Fund	Inflation-Protected Bonds	62	1.32%	—	Apr 2011	EARRX vs LIFIX
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	46	1.07%	—	Feb 2016	EARRX vs BIIPX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	36	1.03%	—	Sep 2002	EARRX vs TIILX
PRIPX	T. Rowe Price Inflation Protected Bond Fund	Inflation-Protected Bonds	11	0.28%	—	Oct 2002	EARRX vs PRIPX
VIPIX	Vanguard Inflation-Protected Securities Fund Insti...	Inflation-Protected Bonds	19	0.36%	—	Dec 2003	EARRX vs VIPIX
WIW	Western Asset Inflation-Linked Opportunities & Inc...	Inflation-Protected Bonds	14	1.62%	—	—	EARRX vs WIW
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	12	-0.17%	—	Nov 2016	EARRX vs PQTSX
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	7	-0.01%	—	May 1991	EARRX vs LSGSX
WAIIX	Western Asset Inflation Indexed Plus Bond Fund	Inflation-Protected Bonds	16	0.14%	—	Feb 2001	EARRX vs WAIIX
ANBIX	AB Bond Inflation Strategy	Inflation-Protected Bonds	44	0.93%	—	Jan 2010	EARRX vs ANBIX
TLDTX	T. Rowe Price U.S. Limited Duration TIPS Index Fun...	Inflation-Protected Bonds	18	1.26%	—	Nov 2020	EARRX vs TLDTX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	19	0.47%	5.02B	Sep 2006	EARRX vs DIPSX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	20	0.34%	—	—	EARRX vs FIPEX
VIPSX	Vanguard Inflation-Protected Securities Fund Inves...	Inflation-Protected Bonds	19	0.38%	28.20B	Jun 2000	EARRX vs VIPSX
TILUX	Morgan Stanley Pathway Funds Inflation-Linked Fixe...	Inflation-Protected Bonds	6	-0.77%	—	Mar 2016	EARRX vs TILUX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	19	1.30%	—	Sep 2006	EARRX vs TRBFX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	76	4.98%	—	Jun 2007	EARRX vs EEIAX

Compare EARRX with Any Fund or Stock

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

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Diversifiers

Pair EARRX with funds that move differently

Eaton Vance Short Duration Inflation-Protected Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EARRX.

Explore EARRX Diversifiers

Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) Alternatives