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 246 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
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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	EHSTX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	EHSTX vs TILVX

Best Risk-Adjusted Alternatives to EHSTX

EHSTX has a PortfoliosLab risk / return rank of 63. There are 165 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	EHSTX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	EHSTX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	EHSTX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	EHSTX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	EHSTX vs AVLVX

Top Performing EHSTX Alternatives (YTD)

EHSTX is at 13.72% YTD. There are 80 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	EHSTX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	EHSTX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	EHSTX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	EHSTX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	EHSTX vs NPRTX

Lowest Volatility Alternatives to EHSTX

EHSTX has 11.59% 1-year volatility. There are 191 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	EHSTX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	EHSTX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	EHSTX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	EHSTX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	EHSTX vs TMMAX

Lowest Drawdown Alternatives to EHSTX

EHSTX has a 1-year max drawdown of -8.29%. There are 240 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 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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	23	1.63%	—	Jan 2004	EHSTX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	EHSTX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	EHSTX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	EHSTX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	EHSTX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EHSTX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	EHSTX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	EHSTX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	51	7.75%	—	Sep 2011	EHSTX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	4.96%	—	Jun 2007	EHSTX vs EIGMX

Often Compared With EHSTX

Investors most often compare EHSTX with FISEX, FRDPX, LBWIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	79	9.39%	—	Mar 1988	EHSTX vs FISEX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	32	5.20%	—	Jan 1987	EHSTX vs FRDPX
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	85	12.34%	—	Sep 2010	EHSTX vs LBWIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	EHSTX vs SPY
DVY	iShares Select Dividend ETF	Large Cap Value Equities, Dividend	64	11.95%	22.50B	Nov 2003	EHSTX vs DVY
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	74	11.85%	—	Jun 2006	EHSTX vs EAEMX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	3	-8.24%	—	Oct 1992	EHSTX vs EVCGX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	90	3.45%	—	Jun 2007	EHSTX vs EAIIX
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	3	-2.78%	—	May 2003	EHSTX vs EVV
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-2.44%	—	Jul 2007	EHSTX vs ETJ
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	74	1.84%	—	Dec 1993	EHSTX vs ETMOX
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	35	3.78%	—	Apr 2005	EHSTX vs ETB
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	54	15.27%	—	May 2011	EHSTX vs EAPCX
EACAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	72	1.96%	—	May 1994	EHSTX vs EACAX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	74	16.51%	—	Mar 2011	EHSTX vs EIFVX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	63	0.94%	—	Jan 2010	EHSTX vs EILTX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	74	2.34%	—	Dec 1993	EHSTX vs EIHMX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	1	-3.93%	—	Apr 2002	EHSTX vs EISMX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.74%	—	Sep 2015	EHSTX vs EIDOX
EIGIX	Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	16	-0.10%	—	Mar 2007	EHSTX vs EIGIX

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