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 92 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 30. There are 41 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	EBABX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	96	—	Jul 2010	EBABX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	—	Jul 2010	EBABX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	84	—	May 1999	EBABX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	75	—	Apr 1997	EBABX vs GUGAX

Top Performing EBABX Alternatives (YTD)

EBABX is at 0.70% YTD. There are 86 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.28%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	3.28%	—	Feb 1984	EBABX vs PGSIX
TNUIX	1290 Diversified Bond Fund	3.16%	—	Jul 2015	EBABX vs TNUIX
NPCT	Nuveen Core Plus Impact Fund	3.04%	—	Apr 2021	EBABX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	EBABX vs MDVAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.33%	—	Sep 2007	EBABX vs SEATX

Lowest Volatility Alternatives to EBABX

EBABX has 3.95% 1-year volatility. There are 74 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	EBABX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	EBABX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.97%	—	Jul 2010	EBABX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	EBABX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.02%	—	Jul 2010	EBABX vs LCTIX

Lowest Drawdown Alternatives to EBABX

EBABX has a 1-year max drawdown of -3.27%. There are 110 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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	26	2.75%	—	Jan 2004	EBABX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.53%	—	Aug 2010	EBABX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	31	3.73%	—	Feb 2007	EBABX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	88	1.36%	—	Oct 2011	EBABX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-5.11%	—	Nov 2006	EBABX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	75	1.76%	—	Jun 1993	EBABX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.28%	—	Feb 2013	EBABX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	93	2.62%	—	Apr 2009	EBABX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	44	6.29%	—	Sep 2011	EBABX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	4.73%	—	Jun 2007	EBABX vs EIGMX

Often Compared With EBABX

Investors most often compare EBABX with EVTR, AAIIX, TGRNX. These 17 comparison targets span 7 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	42	1.07%	5.55B	Nov 1984	EBABX vs EVTR
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	17	1.10%	—	Jan 2004	EBABX vs AAIIX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	38	0.90%	—	Nov 2018	EBABX vs TGRNX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	57	12.37%	—	Sep 1931	EBABX vs EHSTX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	20	0.37%	—	Apr 2010	EBABX vs DLTNX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	59	4.01%	—	Jun 2007	EBABX vs EEIAX
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	34	1.11%	—	Jul 2014	EBABX vs WCPNX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-2.06%	—	Apr 2002	EBABX vs EISMX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	23	0.52%	—	Dec 2007	EBABX vs BCPIX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	23	0.69%	—	Mar 1990	EBABX vs FXNAX
PYLD	PIMCO Multisector Bond Active Exchange-Traded Fund	Multisector Bonds	71	1.71%	13.69B	Jun 2023	EBABX vs PYLD
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	33	0.33%	—	Jun 2018	EBABX vs MWIGX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	42	1.38%	—	Feb 2015	EBABX vs VGSBX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	36	1.21%	—	Dec 2006	EBABX vs LMSMX
FLMI	Franklin Liberty Federal Intermediate Tax-Free Bon...	Municipal Bonds	82	2.68%	2.24B	Aug 2017	EBABX vs FLMI
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	39	1.65%	—	Jun 1993	EBABX vs TGLMX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	EBABX vs SMTRX

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