Eaton Vance Focused Value Opportunities Fund (EIFVX) 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 EIFVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EIFVX
EIFVX charges 0.74% annually. There are 142 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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | EIFVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | EIFVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | EIFVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | EIFVX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | EIFVX vs TILVX |
Best Risk-Adjusted Alternatives to EIFVX
EIFVX has a PortfoliosLab risk / return rank of 83. There are 131 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | EIFVX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | EIFVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | EIFVX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | EIFVX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | EIFVX vs PKAIX |
Top Performing EIFVX Alternatives (YTD)
EIFVX is at 17.81% YTD. There are 43 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | EIFVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | EIFVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | EIFVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | EIFVX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | EIFVX vs NFJEX |
Lowest Volatility Alternatives to EIFVX
EIFVX has 12.08% 1-year volatility. There are 220 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | EIFVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | EIFVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | EIFVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | EIFVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | EIFVX vs TMMAX |
Lowest Drawdown Alternatives to EIFVX
EIFVX has a 1-year max drawdown of -9.93%. There are 289 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | EIFVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | EIFVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | EIFVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | EIFVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | EIFVX 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.
Often Compared With EIFVX
Investors most often compare EIFVX with E, EISMX, AUXFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EIFVX with Any Fund or Stock
Compare EIFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EIFVX with funds that move differently
Eaton Vance Focused Value Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIFVX.
Explore EIFVX Diversifiers