EOI Alternatives & Similar Mutual Funds

Eaton Vance Enhanced Equity Income Fund (EOI) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EOI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EOI

EOI charges 0.01% annually. There are 2 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	EOI vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	EOI vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	EOI vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	EOI vs FLCPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	EOI vs BKTSX

Best Risk-Adjusted Alternatives to EOI

EOI has a PortfoliosLab risk / return rank of 5. There are 395 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	EOI vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	EOI vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	EOI vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	EOI vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	EOI vs GTLOX

Top Performing EOI Alternatives (YTD)

EOI is at 0.80% YTD. There are 399 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	EOI vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	EOI vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	EOI vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	EOI vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	EOI vs RESGX

Lowest Volatility Alternatives to EOI

EOI has 13.23% 1-year volatility. There are 294 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	EOI vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	EOI vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	EOI vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	EOI vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	EOI vs JEPIX

Lowest Drawdown Alternatives to EOI

EOI has a 1-year max drawdown of -12.52%. There are 372 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	EOI vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	EOI vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	EOI vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	EOI vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	EOI vs QUERX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	24	4.10%	—	Jan 2004	EOI vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EOI vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	36	6.68%	—	Feb 2007	EOI vs EXG
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.42%	—	Sep 2015	EOI vs EADOX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-1.65%	—	Nov 2006	EOI vs ETY
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.78%	—	Apr 2009	EOI vs ESIIX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	89	1.90%	—	Oct 2011	EOI vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.49%	—	Feb 2013	EOI vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	77	1.94%	—	Jun 1993	EOI vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.87%	—	Sep 2011	EOI vs EIRAX

Often Compared With EOI

Investors most often compare EOI with EOS, SPYI, AGRDX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	3	-1.39%	—	Jan 2005	EOI vs EOS
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	70	7.92%	10.67B	Aug 2022	EOI vs SPYI
AGRDX	JPMorgan Research Enhanced Equity Fund Class R6	Large Cap Blend Equities	21	5.68%	—	Mar 2016	EOI vs AGRDX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	EOI vs SPY
JUESX	JPMorgan US Equity Fund Class I	Large Cap Blend Equities	23	5.93%	—	—	EOI vs JUESX
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	89	6.88%	3.22B	Jun 2013	EOI vs XYLD
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	81	15.83%	—	Jan 1990	EOI vs ADX
JEQP.L	JPM Nasdaq Equity Premium Income Active UCITS ETF ...	Nasdaq-100, Derivative Income	82	9.85%	—	Oct 2024	EOI vs JEQP.L
CRQSX	Catholic Responsible Investments Equity Index Fund	Large Cap Blend Equities	58	11.08%	—	Dec 2021	EOI vs CRQSX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	EOI vs VOO
DMB	Dimensional Multi-Blend Fund	Large Cap Blend Equities	42	2.01%	—	Jan 2013	EOI vs DMB
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	6	0.52%	—	Jul 2007	EOI vs ETJ
FUNFX	American Funds Fundamental Investors® Class F-3	Large Cap Blend Equities	64	14.34%	—	Aug 2008	EOI vs FUNFX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.98%	—	Sep 2018	EOI vs GQEIX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	71	15.15%	—	Sep 1931	EOI vs EHSTX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	85	21.84%	—	Dec 2011	EOI vs DHAMX
NAC	Nuveen California Quality Municipal Income Fund	Municipal Bonds	84	6.12%	—	Dec 1998	EOI vs NAC
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	68	5.67%	—	Jun 2007	EOI vs EEIAX
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	3	-1.51%	—	May 2003	EOI vs EVV
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	48	8.33%	—	Oct 2002	EOI vs QIACX

Compare EOI with Any Fund or Stock

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

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Diversifiers

Pair EOI with funds that move differently

Eaton Vance Enhanced Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EOI.

Explore EOI Diversifiers

Eaton Vance Enhanced Equity Income Fund (EOI) Alternatives