EBABX Alternatives & Similar Mutual Funds

Eaton Vance Total Return Bond Fund Class A (EBABX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EBABX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EBABX

EBABX charges 0.73% annually. There are 89 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	EBABX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	EBABX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	EBABX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	EBABX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	EBABX vs BCOIX

Best Risk-Adjusted Alternatives to EBABX

EBABX has a PortfoliosLab risk / return rank of 28. There are 58 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	EBABX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	EBABX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	EBABX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	EBABX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	EBABX vs GUGAX

Top Performing EBABX Alternatives (YTD)

EBABX is at 0.41% YTD. There are 78 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	EBABX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	EBABX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	EBABX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	EBABX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	EBABX vs SEATX

Lowest Volatility Alternatives to EBABX

EBABX has 3.95% 1-year volatility. There are 69 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	EBABX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	EBABX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	EBABX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	EBABX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	EBABX vs LCTIX

Lowest Drawdown Alternatives to EBABX

EBABX has a 1-year max drawdown of -3.27%. There are 109 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	EBABX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	EBABX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	EBABX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	EBABX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	EBABX vs LCTIX

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	23	2.94%	—	Jan 2004	EBABX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	EBABX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	EBABX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	EBABX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	EBABX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EBABX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	EBABX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	EBABX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	EBABX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	55	12.24%	—	Sep 1931	EBABX vs EHSTX

Often Compared With EBABX

Investors most often compare EBABX with EVTR, NPCT, TGRNX. These 16 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	43	0.28%	5.34B	Nov 1984	EBABX vs EVTR
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	EBABX vs NPCT
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	EBABX vs TGRNX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	22	0.02%	—	Apr 2010	EBABX vs DLTNX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	58	4.30%	—	Jun 2007	EBABX vs EEIAX
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	31	0.80%	—	Jul 2014	EBABX vs WCPNX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	23	0.40%	—	Mar 1990	EBABX vs FXNAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.95%	—	Apr 2002	EBABX vs EISMX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	37	0.46%	—	Jun 2018	EBABX vs MWIGX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.16%	—	Dec 2007	EBABX vs BCPIX
PYLD	PIMCO ETF Trust - PIMCO Multisector Bond Active Ex...	Multisector Bonds	66	0.95%	13.03B	Jun 2023	EBABX vs PYLD
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.11%	—	Dec 2006	EBABX vs LMSMX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	1.25%	—	Jun 1993	EBABX vs TGLMX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	43	0.96%	—	Feb 2015	EBABX vs VGSBX
FLMI	Franklin Liberty Federal Intermediate Tax-Free Bon...	Municipal Bonds	75	2.31%	2.10B	Aug 2017	EBABX vs FLMI
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	EBABX vs TNUIX

Compare EBABX with Any Fund or Stock

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

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Diversifiers

Pair EBABX with funds that move differently

Eaton Vance Total Return Bond Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EBABX.

Explore EBABX Diversifiers

Eaton Vance Total Return Bond Fund Class A (EBABX) Alternatives