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 65 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 | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | EISMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | EISMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | EISMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | EISMX vs VMGMX | |
| 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 2. There are 148 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | EISMX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | EISMX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 31.20B | Aug 1995 | EISMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | EISMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | EISMX vs POAGX |
Top Performing EISMX Alternatives (YTD)
EISMX is at -3.26% YTD. There are 148 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 62.40% | — | Dec 2016 | EISMX vs NEEIX | |
| Needham Growth Fund | 62.10% | — | Jan 1996 | EISMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 39.80% | — | Oct 2000 | EISMX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 28.65% | — | Jul 2019 | EISMX vs CTIGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 26.81% | 31.20B | Aug 1995 | EISMX vs VHCOX |
Lowest Volatility Alternatives to EISMX
EISMX has 15.54% 1-year volatility. There are 32 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.08% | — | May 2021 | EISMX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | EISMX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.28% | — | May 2010 | EISMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | EISMX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.29% | — | — | EISMX vs RIPIX |
Lowest Drawdown Alternatives to EISMX
EISMX has a 1-year max drawdown of -14.66%. There are 94 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | EISMX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | EISMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | EISMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | EISMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | EISMX vs SECUX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With EISMX
Investors most often compare EISMX with FMIMX, TMCPX, FGKFX. These 20 comparison targets span 13 categories, 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.
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