Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) Alternatives
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EISMX. 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 EISMX
EISMX charges 0.88% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among EISMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | EISMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | EISMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | EISMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | EISMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | EISMX vs VMGMX |
Best Risk-Adjusted Alternatives to EISMX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | EISMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | EISMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | EISMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | EISMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | EISMX vs BFGIX |
Top Performing EISMX Alternatives (YTD)
EISMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | EISMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | EISMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | EISMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | EISMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | EISMX vs NEEGX |
Lowest Volatility Alternatives to EISMX
EISMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | EISMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | EISMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | EISMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | EISMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | EISMX vs VSNGX |
Lowest Drawdown Alternatives to EISMX
EISMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | EISMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | EISMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | EISMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | EISMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | EISMX vs VLEQX |
Other Mutual Funds from Eaton Vance
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Often Compared With EISMX
What investors most often compare with EISMX, based on PortfoliosLab usage data.
Compare EISMX with Any Fund or Stock
Compare EISMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.