Eaton Vance Atlanta Capital SMID-Cap Fund Class A (ERASX) belongs to the Mid 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 ERASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ERASX
ERASX charges 0.81% annually. There are 45 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | ERASX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | ERASX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | ERASX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | ERASX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | ERASX vs VMCIX |
Best Risk-Adjusted Alternatives to ERASX
ERASX has a PortfoliosLab risk / return rank of 1. There are 125 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | ERASX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | ERASX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | ERASX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | ERASX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | ERASX vs FZAMX |
Top Performing ERASX Alternatives (YTD)
ERASX is at -3.92% YTD. There are 125 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | ERASX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | ERASX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | ERASX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | ERASX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | ERASX vs FZAMX |
Lowest Volatility Alternatives to ERASX
ERASX has 15.57% 1-year volatility. There are 56 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | ERASX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | ERASX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | ERASX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | ERASX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | ERASX vs RSINX |
Lowest Drawdown Alternatives to ERASX
ERASX has a 1-year max drawdown of -14.63%. There are 123 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | ERASX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | ERASX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | ERASX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | ERASX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | ERASX vs DNLDX |
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 ERASX
Investors most often compare ERASX with ETIDX, GABVX, MISIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ERASX with Any Fund or Stock
Compare ERASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ERASX with funds that move differently
Eaton Vance Atlanta Capital SMID-Cap Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ERASX.
Explore ERASX Diversifiers