Eaton Vance Tax Managed Value Fund (EATVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EATVX
EATVX charges 1.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EATVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EATVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EATVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EATVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EATVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EATVX vs TILVX |
Best Risk-Adjusted Alternatives to EATVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | EATVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EATVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EATVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EATVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EATVX vs VALAX |
Top Performing EATVX Alternatives (YTD)
EATVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | EATVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EATVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EATVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EATVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EATVX vs HFCVX |
Lowest Volatility Alternatives to EATVX
EATVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | EATVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EATVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EATVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EATVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EATVX vs ACIIX |
Lowest Drawdown Alternatives to EATVX
EATVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | EATVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EATVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EATVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EATVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EATVX vs PSECX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With EATVX
What investors most often compare with EATVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | EATVX vs SPY |
Compare EATVX with Any Fund or Stock
Compare EATVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.