EIBAX Alternatives & Similar Mutual Funds

Eaton Vance Total Return Bond Fund (EIBAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EIBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EIBAX

EIBAX charges 0.49% annually. There are 44 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	EIBAX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	EIBAX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	EIBAX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	EIBAX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	EIBAX vs BCOIX

Best Risk-Adjusted Alternatives to EIBAX

EIBAX has a PortfoliosLab risk / return rank of 31. There are 33 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	EIBAX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	96	—	Jul 2010	EIBAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	—	Jul 2010	EIBAX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	84	—	May 1999	EIBAX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	75	—	Apr 1997	EIBAX vs GUGAX

Top Performing EIBAX Alternatives (YTD)

EIBAX is at 0.80% YTD. There are 68 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.28%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	3.28%	—	Feb 1984	EIBAX vs PGSIX
TNUIX	1290 Diversified Bond Fund	3.16%	—	Jul 2015	EIBAX vs TNUIX
NPCT	Nuveen Core Plus Impact Fund	3.04%	—	Apr 2021	EIBAX vs NPCT
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	EIBAX vs MDVAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.33%	—	Sep 2007	EIBAX vs SEATX

Lowest Volatility Alternatives to EIBAX

EIBAX has 4.06% 1-year volatility. There are 95 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	EIBAX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	EIBAX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.97%	—	Jul 2010	EIBAX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.02%	—	Jul 2010	EIBAX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	EIBAX vs HOBIX

Lowest Drawdown Alternatives to EIBAX

EIBAX has a 1-year max drawdown of -3.26%. There are 109 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	EIBAX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	EIBAX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	EIBAX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	EIBAX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	EIBAX vs LCTRX

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	26	2.75%	—	Jan 2004	EIBAX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.53%	—	Aug 2010	EIBAX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	31	3.73%	—	Feb 2007	EIBAX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	88	1.36%	—	Oct 2011	EIBAX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-5.11%	—	Nov 2006	EIBAX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	75	1.76%	—	Jun 1993	EIBAX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.28%	—	Feb 2013	EIBAX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	93	2.62%	—	Apr 2009	EIBAX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	44	6.29%	—	Sep 2011	EIBAX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	4.73%	—	Jun 2007	EIBAX vs EIGMX

Often Compared With EIBAX

Investors most often compare EIBAX with EVTR, BND, PONPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	42	1.07%	5.55B	Nov 1984	EIBAX vs EVTR
BND	Vanguard Total Bond Market ETF	Total Bond Market	36	1.01%	394.40B	Apr 2007	EIBAX vs BND
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	47	1.14%	—	—	EIBAX vs PONPX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	30	0.99%	—	May 1987	EIBAX vs PTTRX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	27	0.97%	—	Jan 1997	EIBAX vs PDBZX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	36	1.02%	138.10B	Sep 2003	EIBAX vs AGG
SDMZX	PGIM Short Duration Multi-Sector Bond Fund	Short-Term Bond	53	0.92%	—	Dec 2013	EIBAX vs SDMZX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	30	1.06%	—	—	EIBAX vs DODIX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	17	1.10%	—	Jan 2004	EIBAX vs AAIIX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	57	12.37%	—	Sep 1931	EIBAX vs EHSTX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	42	1.38%	—	Feb 2015	EIBAX vs VGSBX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	23	0.52%	—	Dec 2007	EIBAX vs BCPIX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	59	4.01%	—	Jun 2007	EIBAX vs EEIAX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	45	1.29%	—	Apr 2016	EIBAX vs BILDX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	39	1.65%	—	Jun 1993	EIBAX vs TGLMX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	33	0.33%	—	Jun 2018	EIBAX vs MWIGX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	38	0.90%	—	Nov 2018	EIBAX vs TGRNX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-2.06%	—	Apr 2002	EIBAX vs EISMX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	36	1.21%	—	Dec 2006	EIBAX vs LMSMX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	EIBAX vs SMTRX

Compare EIBAX with Any Fund or Stock

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

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Pair EIBAX with funds that move differently

Eaton Vance Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIBAX.

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Eaton Vance Total Return Bond Fund (EIBAX) Alternatives