EISMX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to EISMX

EISMX charges 0.88% annually. There are 64 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	EISMX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	EISMX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	EISMX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	34.80B	Sep 2011	EISMX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	EISMX vs VMFGX

Best Risk-Adjusted Alternatives to EISMX

EISMX has a PortfoliosLab risk / return rank of 4. There are 117 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	84	32.70B	Aug 1995	EISMX vs VHCOX
POAGX	PRIMECAP Odyssey Aggressive Growth Fund	78	—	Nov 2004	EISMX vs POAGX
MGOYX	Victory Munder Mid-Cap Core Growth Fund	76	—	Jun 1998	EISMX vs MGOYX
USMIX	USAA Extended Market Index Fund	66	—	Oct 2000	EISMX vs USMIX
TAAGX	Timothy Plan Aggressive Growth Fund	66	—	Oct 2000	EISMX vs TAAGX

Top Performing EISMX Alternatives (YTD)

EISMX is at 5.24% YTD. There are 81 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	34.81%	—	Dec 2016	EISMX vs NEEIX
NEEGX	Needham Growth Fund	34.50%	—	Jan 1996	EISMX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	32.50%	—	May 2007	EISMX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	25.18%	—	Oct 2000	EISMX vs TAAGX
WWNPX	Kinetics Paradigm Fund	21.61%	—	Dec 1999	EISMX vs WWNPX

Lowest Volatility Alternatives to EISMX

EISMX has 16.19% 1-year volatility. There are 32 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.18%	—	May 2021	EISMX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.41%	—	May 2010	EISMX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.59%	—	Dec 1996	EISMX vs VSNGX
MXMGX	Great-West T. Rowe Price Mid Cap Growth Fund	13.59%	—	Jul 1997	EISMX vs MXMGX
PMEGX	T. Rowe Price Institutional Mid Cap Equity Growth ...	13.64%	—	Jul 1996	EISMX vs PMEGX

Lowest Drawdown Alternatives to EISMX

EISMX has a 1-year max drawdown of -12.69%. There are 52 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	-6.92%	—	May 2021	EISMX vs BBMIX
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	EISMX vs MGOYX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	EISMX vs VSNGX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	EISMX vs SECUX
FAMVX	FAM Value Fund	-9.47%	—	Jan 1987	EISMX vs FAMVX

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	46	6.39%	—	Jan 2004	EISMX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EISMX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	57	7.73%	—	Feb 2007	EISMX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	EISMX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	EISMX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	EISMX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	EISMX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	EISMX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	55	6.16%	—	Sep 2011	EISMX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	EISMX vs EIGMX

Often Compared With EISMX

Investors most often compare EISMX with FMIMX, FGKFX, FLKSX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FMIMX	FMI Common Stock Fund	Mid Cap Blend Equities	25	18.51%	—	Dec 1981	EISMX vs FMIMX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	61	15.92%	—	Jun 2019	EISMX vs FGKFX
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	77	15.77%	—	May 2017	EISMX vs FLKSX
TMCPX	Touchstone Mid Cap Fund	Mid Cap Blend Equities	10	3.65%	—	Jan 2003	EISMX vs TMCPX
MSJIX	Morgan Stanley Global Endurance Portfolio	Global Equities	41	10.46%	—	Dec 2018	EISMX vs MSJIX
IJH	iShares Core S&P Mid-Cap ETF	Mid Cap Blend Equities	62	14.60%	122.39B	May 2000	EISMX vs IJH
GWGIX	AMG GW&K Small/Mid Cap Fund	Mid Cap Growth Equities	40	16.88%	—	Jun 2015	EISMX vs GWGIX
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Mid Cap Growth Equities	8	6.88%	—	Apr 2015	EISMX vs BBGSX
ODMAX	Invesco Developing Markets Fund	Emerging Markets Equities	72	15.36%	—	Nov 1996	EISMX vs ODMAX
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	39	11.79%	7.18B	Mar 2005	EISMX vs XMMO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	EISMX vs SPY
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	46	13.98%	97.70B	Jul 1997	EISMX vs VIEIX
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	Small Cap Blend Equities	78	16.92%	—	Sep 2011	EISMX vs FTHNX
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	43	13.72%	—	Jul 2019	EISMX vs CTIGX
ETSIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	93	2.46%	—	Jan 1998	EISMX vs ETSIX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	90	19.73%	—	Mar 2011	EISMX vs EIFVX
VLEQX	Villere Equity Fund	Mid Cap Growth Equities	—	—	—	May 2013	EISMX vs VLEQX
ETMOX	Eaton Vance Missouri Municipal Income Fund	Municipal Bonds	75	0.25%	—	Dec 1993	EISMX vs ETMOX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	38	6.52%	—	Nov 2016	EISMX vs OANMX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	7	0.82%	—	Jul 2007	EISMX vs ETJ

Compare EISMX with Any Fund or Stock

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

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Diversifiers

Pair EISMX with funds that move differently

Eaton Vance Atlanta Capital SMID-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EISMX.

Explore EISMX Diversifiers

Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) Alternatives