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 46 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | ERASX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | ERASX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | ERASX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | ERASX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | ERASX vs VEMPX |
Best Risk-Adjusted Alternatives to ERASX
ERASX has a PortfoliosLab risk / return rank of 4. There are 123 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | ERASX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | ERASX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | ERASX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | ERASX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | ERASX vs FTHMX |
Top Performing ERASX Alternatives (YTD)
ERASX is at 4.61% YTD. There are 120 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | ERASX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | ERASX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | ERASX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | ERASX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | ERASX vs HDPMX |
Lowest Volatility Alternatives to ERASX
ERASX has 16.15% 1-year volatility. There are 69 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | ERASX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | ERASX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | ERASX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | ERASX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | ERASX vs RSINX |
Lowest Drawdown Alternatives to ERASX
ERASX has a 1-year max drawdown of -12.67%. There are 113 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 FZAMX, ETIDX, GABVX. These 17 comparison targets span 3 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