EHSTX Alternatives & Similar Mutual Funds

Eaton Vance Large-Cap Value Fund (EHSTX) 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 EHSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EHSTX

EHSTX charges 1.01% annually. There are 243 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	EHSTX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	EHSTX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	EHSTX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	EHSTX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	EHSTX vs VVIAX

Best Risk-Adjusted Alternatives to EHSTX

EHSTX has a PortfoliosLab risk / return rank of 87. There are 131 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	EHSTX vs FGIPX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	EHSTX vs PKAIX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	EHSTX vs FGINX
LSVVX	LSV Conservative Value Equity Fund	97	—	Mar 2007	EHSTX vs LSVVX
MALVX	BlackRock Advantage Large Cap Value Fund	97	—	Dec 1999	EHSTX vs MALVX

Top Performing EHSTX Alternatives (YTD)

EHSTX is at 17.25% YTD. There are 78 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.28%	—	Jun 2015	EHSTX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.09%	—	Nov 1935	EHSTX vs LEXCX
PXTIX	PIMCO RAE PLUS Fund	25.37%	—	Jun 2005	EHSTX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.65%	—	Jun 2022	EHSTX vs AVLVX
YAFFX	AMG Yacktman Focused Fund	24.36%	—	May 1997	EHSTX vs YAFFX

Lowest Volatility Alternatives to EHSTX

EHSTX has 11.64% 1-year volatility. There are 190 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	EHSTX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	EHSTX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	EHSTX vs RIDAX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	EHSTX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	EHSTX vs ACIIX

Lowest Drawdown Alternatives to EHSTX

EHSTX has a 1-year max drawdown of -8.29%. There are 238 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	EHSTX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	EHSTX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	EHSTX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	EHSTX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	EHSTX vs SVAIX

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	46	6.39%	—	Jan 2004	EHSTX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EHSTX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	57	7.73%	—	Feb 2007	EHSTX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	EHSTX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	EHSTX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	EHSTX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	EHSTX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	EHSTX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	55	6.16%	—	Sep 2011	EHSTX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	EHSTX vs EIGMX

Often Compared With EHSTX

Investors most often compare EHSTX with FRDPX, FISEX, LBWIX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	41	8.25%	—	Jan 1987	EHSTX vs FRDPX
FISEX	Franklin Equity Income Fund	Dividend, Large Cap Value Equities	84	12.76%	—	Mar 1988	EHSTX vs FISEX
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	92	16.46%	—	Sep 2010	EHSTX vs LBWIX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	61	9.08%	—	Jun 2006	EHSTX vs EAEMX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	EHSTX vs SPY
DVY	iShares Select Dividend ETF	Large Cap Value Equities, Dividend	87	16.01%	23.47B	Nov 2003	EHSTX vs DVY
EVCGX	Eaton Vance Greater China Growth Fund	China Equities, Asia Pacific Equities	4	-4.71%	—	Oct 1992	EHSTX vs EVCGX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	97	4.51%	—	Jun 2007	EHSTX vs EAIIX
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	3	-3.21%	—	May 2003	EHSTX vs EVV
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	52	6.27%	—	Apr 2005	EHSTX vs ETB
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	7	0.82%	—	Jul 2007	EHSTX vs ETJ
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	75	0.25%	—	Dec 1993	EHSTX vs ETMOX
EACAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	80	0.64%	—	May 1994	EHSTX vs EACAX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	86	1.11%	—	Dec 1993	EHSTX vs EIHMX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	84	19.85%	—	May 2011	EHSTX vs EAPCX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	52	-0.91%	—	Jan 2010	EHSTX vs EILTX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	90	19.73%	—	Mar 2011	EHSTX vs EIFVX
EIGIX	Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	17	-0.79%	—	Mar 2007	EHSTX vs EIGIX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.53%	—	Sep 2015	EHSTX vs EIDOX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	4	5.24%	—	Apr 2002	EHSTX vs EISMX

Compare EHSTX with Any Fund or Stock

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

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Diversifiers

Pair EHSTX with funds that move differently

Eaton Vance Large-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EHSTX.

Explore EHSTX Diversifiers

Eaton Vance Large-Cap Value Fund (EHSTX) Alternatives