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 249 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%	—	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
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	EHSTX vs VVIAX

Best Risk-Adjusted Alternatives to EHSTX

EHSTX has a PortfoliosLab risk / return rank of 55. There are 180 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
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	EHSTX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	EHSTX vs SABTX

Top Performing EHSTX Alternatives (YTD)

EHSTX is at 12.24% YTD. There are 86 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	EHSTX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	EHSTX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	EHSTX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	EHSTX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	EHSTX vs PXTIX

Lowest Volatility Alternatives to EHSTX

EHSTX has 11.16% 1-year volatility. There are 183 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	EHSTX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	EHSTX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	EHSTX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	EHSTX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	EHSTX vs FLCCX

Lowest Drawdown Alternatives to EHSTX

EHSTX has a 1-year max drawdown of -8.29%. There are 244 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	EHSTX vs BUFBX
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
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 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	EHSTX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	EHSTX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	EHSTX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	EHSTX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	EHSTX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EHSTX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	EHSTX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	EHSTX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	EHSTX vs EIRAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.95%	—	Apr 2002	EHSTX vs EISMX

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	78	8.59%	—	Mar 1988	EHSTX vs FISEX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	34	5.86%	—	Jan 1987	EHSTX vs FRDPX
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	74	10.10%	—	Sep 2010	EHSTX vs LBWIX
DVY	iShares Select Dividend ETF	Large Cap Value Equities, Dividend	57	9.70%	22.54B	Nov 2003	EHSTX vs DVY
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	EHSTX vs SPY
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	76	13.24%	—	Jun 2006	EHSTX vs EAEMX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	5	-3.53%	—	Oct 1992	EHSTX vs EVCGX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	90	3.75%	—	Jun 2007	EHSTX vs EAIIX
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	3	-2.89%	—	May 2003	EHSTX vs EVV
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-0.14%	—	Jul 2007	EHSTX vs ETJ
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	89	22.29%	—	May 2011	EHSTX vs EAPCX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	59	13.73%	—	Mar 2011	EHSTX vs EIFVX
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	76	1.72%	—	Dec 1993	EHSTX vs ETMOX
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	43	5.02%	—	Apr 2005	EHSTX vs ETB
EACAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	68	1.86%	—	May 1994	EHSTX vs EACAX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	64	1.02%	—	Jan 2010	EHSTX vs EILTX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	71	2.23%	—	Dec 1993	EHSTX vs EIHMX
EIGIX	Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	21	0.25%	—	Mar 2007	EHSTX vs EIGIX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.75%	—	Sep 2015	EHSTX vs EIDOX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	86	1.64%	—	Mar 2010	EHSTX vs EIRRX

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