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
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	EARRX vs FFNYX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	EARRX vs FSPWX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	EARRX vs FIPDX

Best Risk-Adjusted Alternatives to EARRX

EARRX has a PortfoliosLab risk / return rank of 60. There are 14 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	EARRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	90	70.50B	Oct 2012	EARRX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	EARRX vs VTIPX
IPBAX	Allspring Real Return Fund	82	—	Feb 2003	EARRX vs IPBAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	81	—	Dec 2006	EARRX vs RRPAX

Top Performing EARRX Alternatives (YTD)

EARRX is at 1.14% YTD. There are 21 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 11.21%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	11.21%	—	Feb 2003	EARRX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	6.75%	—	Jul 2011	EARRX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.46%	—	May 2021	EARRX vs DFAAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	1.80%	—	Apr 2007	EARRX vs IBRIX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.75%	—	Oct 2012	EARRX vs VTSPX

Lowest Volatility Alternatives to EARRX

EARRX has 1.63% 1-year volatility. There are 3 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	—	Oct 2012	EARRX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	70.50B	Oct 2012	EARRX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	—	Oct 2012	EARRX vs VTSPX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.65%	—	Mar 2010	EARRX vs EIRRX
APOIX	American Century Short Duration Inflation Protecti...	1.83%	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%	70.50B	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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	24	4.10%	—	Jan 2004	EARRX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EARRX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	36	6.68%	—	Feb 2007	EARRX vs EXG
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-1.65%	—	Nov 2006	EARRX vs ETY
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.78%	—	Apr 2009	EARRX vs ESIIX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	89	1.90%	—	Oct 2011	EARRX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.49%	—	Feb 2013	EARRX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	77	1.94%	—	Jun 1993	EARRX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.87%	—	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, BIIPX. These 20 comparison targets span 3 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	1.32%	—	Dec 2014	EARRX vs RCTIX
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ET...	Corporate Bonds	49	0.18%	11.54B	Feb 2009	EARRX vs SPIB
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	63	1.49%	—	Feb 2016	EARRX vs BIIPX
LIFIX	Lord Abbett Inflation Focused Fund	Inflation-Protected Bonds	75	1.58%	—	Apr 2011	EARRX vs LIFIX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	41	1.22%	—	Sep 2002	EARRX vs TIILX
PRIPX	T. Rowe Price Inflation Protected Bond Fund	Inflation-Protected Bonds	12	0.87%	—	Oct 2002	EARRX vs PRIPX
VIPIX	Vanguard Inflation-Protected Securities Fund Insti...	Inflation-Protected Bonds	22	0.90%	—	Dec 2003	EARRX vs VIPIX
WIW	Western Asset Inflation-Linked Opportunities & Inc...	Inflation-Protected Bonds	13	1.83%	—	—	EARRX vs WIW
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	18	0.82%	—	Nov 2016	EARRX vs PQTSX
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	10	0.52%	—	May 1991	EARRX vs LSGSX
WAIIX	Western Asset Inflation Indexed Plus Bond Fund	Inflation-Protected Bonds	18	0.68%	—	Feb 2001	EARRX vs WAIIX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	23	1.02%	5.08B	Sep 2006	EARRX vs DIPSX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	23	0.69%	—	—	EARRX vs FIPEX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	25	1.00%	—	Mar 2006	EARRX vs SWRSX
TLDTX	T. Rowe Price U.S. Limited Duration TIPS Index Fun...	Inflation-Protected Bonds	18	1.26%	—	Nov 2020	EARRX vs TLDTX
ANBIX	AB Bond Inflation Strategy	Inflation-Protected Bonds	50	1.03%	—	Jan 2010	EARRX vs ANBIX
TILUX	Morgan Stanley Pathway Funds Inflation-Linked Fixe...	Inflation-Protected Bonds	12	0.83%	—	Mar 2016	EARRX vs TILUX
VIPSX	Vanguard Inflation-Protected Securities Fund Inves...	Inflation-Protected Bonds	21	0.81%	28.40B	Jun 2000	EARRX vs VIPSX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	21	1.52%	—	Sep 2006	EARRX vs TRBFX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	22	0.95%	2.02B	Feb 1997	EARRX vs ACITX

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