Eaton Vance Floating-Rate & High Income Fund (ECFHX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ECFHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ECFHX
ECFHX charges 1.77% annually. There are 57 mutual funds in the Bank Loan category with lower expense ratios, going as low as 0.41%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | ECFHX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | ECFHX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | ECFHX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | ECFHX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | ECFHX vs LFRIX |
Best Risk-Adjusted Alternatives to ECFHX
ECFHX has a PortfoliosLab risk / return rank of 29. There are 53 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | ECFHX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | ECFHX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | ECFHX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | ECFHX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 98 | — | Feb 2006 | ECFHX vs SAMBX |
Top Performing ECFHX Alternatives (YTD)
ECFHX is at 0.26% YTD. There are 53 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 3.95% | — | Jan 2017 | ECFHX vs XPTFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.28% | — | Jun 2019 | ECFHX vs CCLFX | |
| BlackRock Floating Rate Income Trust | 3.20% | — | Aug 2004 | ECFHX vs BGT | |
| Calamos Aksia Alternative Credit and Income Fund C... | 3.16% | — | Jun 2023 | ECFHX vs CAPIX | |
| Victory Floating Rate Fund | 2.96% | — | Dec 2009 | ECFHX vs RSFYX |
Lowest Volatility Alternatives to ECFHX
ECFHX has 2.11% 1-year volatility. There are 10 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.76% | — | Sep 2016 | ECFHX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | ECFHX vs CCLFX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | ECFHX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | ECFHX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.69% | — | Dec 2017 | ECFHX vs FLOTX |
Lowest Drawdown Alternatives to ECFHX
ECFHX has a 1-year max drawdown of -1.86%. There are 42 mutual funds in the Bank Loan category with shallower 1-year drawdowns, going as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | ECFHX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | ECFHX vs CCLFX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | ECFHX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | ECFHX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | ECFHX vs PSFIX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With ECFHX
Investors most often compare ECFHX with DSU, EHSTX, DAFRX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Debt Strategies Fund, Inc. | Bank Loan | 5 | -0.75% | — | Nov 1998 | ECFHX vs DSU | |
| Eaton Vance Large-Cap Value Fund | Large Cap Value Equities | 87 | 17.25% | — | Sep 1931 | ECFHX vs EHSTX | |
| Dunham Floating Rate Bond Fund | Bank Loan | 76 | 2.36% | — | Oct 2013 | ECFHX vs DAFRX | |
| Calvert Floating-Rate Advantage Fund | Bank Loan | — | — | — | Oct 2017 | ECFHX vs CFOIX | |
| Credit Suisse Floating Rate High Income Fund | Bank Loan | 60 | 2.19% | — | Mar 1999 | ECFHX vs CHIAX | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 4 | 5.24% | — | Apr 2002 | ECFHX vs EISMX | |
| Eaton Vance Emerging Markets Local Income Fund | Emerging Markets Bonds | 78 | 4.98% | — | Jun 2007 | ECFHX vs EEIAX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | ECFHX vs JQC | |
| Transamerica Floating Rate Fund | Bank Loan | 89 | 1.77% | — | Oct 2013 | ECFHX vs TFLIX | |
| Delaware Floating Rate Fund | Bank Loan | 96 | 2.18% | — | Feb 2010 | ECFHX vs DDFLX |
Compare ECFHX with Any Fund or Stock
Compare ECFHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ECFHX with funds that move differently
Eaton Vance Floating-Rate & High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ECFHX.
Explore ECFHX Diversifiers