Eaton Vance Focused Value Opportunities Fund (EIFVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EIFVX
EIFVX charges 0.74% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among EIFVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | EIFVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | EIFVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | EIFVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | EIFVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | EIFVX vs TILVX |
Best Risk-Adjusted Alternatives to EIFVX
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 | EIFVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | EIFVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | EIFVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | EIFVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | EIFVX vs VALAX |
Top Performing EIFVX Alternatives (YTD)
EIFVX 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 | EIFVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | EIFVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | EIFVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | EIFVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | EIFVX vs HFCVX |
Lowest Volatility Alternatives to EIFVX
EIFVX 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 | EIFVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | EIFVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | EIFVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | EIFVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | EIFVX vs ACIIX |
Lowest Drawdown Alternatives to EIFVX
EIFVX 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 | EIFVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | EIFVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | EIFVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | EIFVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | EIFVX vs PSECX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EIFVX
What investors most often compare with EIFVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eni S.p.A. | 97 | 50.94% | — | EIFVX vs E | ||
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 12 | -8.28% | Nov 27, 2006 | EIFVX vs ETY |
Compare EIFVX with Any Fund or Stock
Compare EIFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.