EIFVX Alternatives & Similar Mutual Funds

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 145 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	EIFVX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	EIFVX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	EIFVX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	EIFVX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	EIFVX vs VVIAX

Best Risk-Adjusted Alternatives to EIFVX

EIFVX has a PortfoliosLab risk / return rank of 59. There are 162 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	EIFVX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	EIFVX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	EIFVX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	EIFVX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	EIFVX vs SABTX

Top Performing EIFVX Alternatives (YTD)

EIFVX is at 13.73% YTD. There are 57 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	EIFVX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	EIFVX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	EIFVX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	EIFVX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	EIFVX vs PXTIX

Lowest Volatility Alternatives to EIFVX

EIFVX has 11.65% 1-year volatility. There are 217 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	EIFVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	EIFVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	EIFVX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	EIFVX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	EIFVX vs FLCCX

Lowest Drawdown Alternatives to EIFVX

EIFVX has a 1-year max drawdown of -9.93%. There are 292 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	EIFVX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	EIFVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	EIFVX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	EIFVX vs TORYX
SVAIX	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 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	EIFVX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	EIFVX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	EIFVX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	EIFVX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	EIFVX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EIFVX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	EIFVX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	EIFVX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	EIFVX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	55	12.24%	—	Sep 1931	EIFVX vs EHSTX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
E	Eni S.p.A.		97	46.53%	—	—	EIFVX vs E
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.95%	—	Apr 2002	EIFVX vs EISMX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	EIFVX vs AUXFX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	EIFVX vs LEXCX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	EIFVX vs PSECX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	EIFVX vs HDCTX
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	89	13.57%	—	Nov 2001	EIFVX vs SLVIX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	5.01%	—	Dec 2007	EIFVX vs TMMAX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	EIFVX vs NEIMX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	58	4.30%	—	Jun 2007	EIFVX vs EEIAX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	EIFVX vs TOWFX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	91	16.10%	—	Dec 2006	EIFVX vs NQCRX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	EIFVX vs TILVX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	EIFVX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	EIFVX vs VIHAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	EIFVX vs AVERX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	EIFVX vs GQHPX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	EIFVX vs ACIIX
FAIRX	Fairholme Fund	Large Cap Value Equities	32	6.26%	—	Dec 1999	EIFVX vs FAIRX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	EIFVX vs UPDDX

Compare EIFVX with Any Fund or Stock

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

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Diversifiers

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

Eaton Vance Focused Value Opportunities Fund (EIFVX) Alternatives