Eaton Vance Tax Managed Value Fund (EATVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EATVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EATVX
EATVX charges 1.15% annually. There are 274 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | EATVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | EATVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | EATVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | EATVX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | EATVX vs TILVX |
Best Risk-Adjusted Alternatives to EATVX
EATVX has a PortfoliosLab risk / return rank of 87. There are 80 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | EATVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | EATVX vs FGINX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | EATVX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | EATVX vs MALVX | |
| LSV Conservative Value Equity Fund | 95 | — | Mar 2007 | EATVX vs LSVVX |
Top Performing EATVX Alternatives (YTD)
EATVX is at 18.95% YTD. There are 26 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.94% | — | Nov 1935 | EATVX vs LEXCX | |
| PIMCO RAE US Fund | 28.23% | — | Jun 2015 | EATVX vs PKAIX | |
| PIMCO RAE PLUS Fund | 23.79% | — | Jun 2005 | EATVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.51% | — | Jun 2022 | EATVX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.33% | — | Jun 2015 | EATVX vs CFJIX |
Lowest Volatility Alternatives to EATVX
EATVX has 12.34% 1-year volatility. There are 238 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | EATVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | EATVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.34% | — | Dec 1973 | EATVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.44% | — | Feb 1996 | EATVX vs FALGX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | EATVX vs ACIIX |
Lowest Drawdown Alternatives to EATVX
EATVX has a 1-year max drawdown of -8.03%. There are 227 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | EATVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | EATVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | EATVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | EATVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | EATVX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 14.28% | — | Sep 2021 | EATVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 56 | 9.40% | — | Jul 1993 | EATVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.32% | — | Dec 2012 | EATVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 56 | 10.22% | — | May 2011 | EATVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 9.87% | — | Dec 1991 | EATVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.95% | — | Jul 2010 | EATVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 55 | 7.31% | — | Aug 2005 | EATVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 24.77% | — | Apr 2000 | EATVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.28% | — | Oct 2007 | EATVX vs FFANX | |
| BlackRock Enhanced Large Cap Core Fund | Derivative Income | 82 | 10.01% | — | Apr 2004 | EATVX vs CII |
Often Compared With EATVX
Investors most often compare EATVX with SPY, AVERX, VTMFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EATVX with Any Fund or Stock
Compare EATVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EATVX with funds that move differently
Eaton Vance Tax Managed Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EATVX.
Explore EATVX Diversifiers