Eaton Vance Large-Cap Value Fund (EHSTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EHSTX
EHSTX charges 1.01% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EHSTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EHSTX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EHSTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EHSTX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EHSTX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EHSTX vs TILVX |
Best Risk-Adjusted Alternatives to EHSTX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | EHSTX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EHSTX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EHSTX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EHSTX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EHSTX vs VALAX |
Top Performing EHSTX Alternatives (YTD)
EHSTX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | EHSTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EHSTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EHSTX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EHSTX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EHSTX vs HFCVX |
Lowest Volatility Alternatives to EHSTX
EHSTX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | EHSTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EHSTX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EHSTX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EHSTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EHSTX vs ACIIX |
Lowest Drawdown Alternatives to EHSTX
EHSTX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | EHSTX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EHSTX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EHSTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EHSTX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EHSTX vs PSECX |
Other Mutual Funds from Eaton Vance
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Often Compared With EHSTX
What investors most often compare with EHSTX, based on PortfoliosLab usage data.
Compare EHSTX with Any Fund or Stock
Compare EHSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.