ERBIX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to ERBIX

ERBIX charges 0.93% annually. There are 109 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ERBIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ERBIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ERBIX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ERBIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	ERBIX vs VTWAX

Best Risk-Adjusted Alternatives to ERBIX

ERBIX has a PortfoliosLab risk / return rank of 53. There are 108 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	ERBIX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	ERBIX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	ERBIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	ERBIX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	ERBIX vs PGVFX

Top Performing ERBIX Alternatives (YTD)

ERBIX is at 8.92% YTD. There are 147 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	ERBIX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	ERBIX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	ERBIX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	ERBIX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	ERBIX vs EPSYX

Lowest Volatility Alternatives to ERBIX

ERBIX has 14.28% 1-year volatility. There are 115 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	ERBIX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	ERBIX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	ERBIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	ERBIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	ERBIX vs SVTAX

Lowest Drawdown Alternatives to ERBIX

ERBIX has a 1-year max drawdown of -10.42%. There are 116 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	ERBIX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	ERBIX vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ERBIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ERBIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	ERBIX vs SGMAX

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

Often Compared With ERBIX

Investors most often compare ERBIX with EEOFX, FRDPX, SCHG. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	20	9.60%	—	Sep 2017	ERBIX vs EEOFX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	41	8.25%	—	Jan 1987	ERBIX vs FRDPX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	30	4.99%	59.97B	Dec 2009	ERBIX vs SCHG
VIG	Vanguard Dividend Appreciation ETF	Dividend	75	9.71%	129.60B	Apr 2006	ERBIX vs VIG
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	ERBIX vs ARTHX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	ERBIX vs GCCHX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	24	2.81%	—	May 2011	ERBIX vs GAOAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	4	5.24%	—	Apr 2002	ERBIX vs EISMX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	43	7.74%	—	—	ERBIX vs GLIFX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	ERBIX vs VGPMX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Quality Factor, Global Equities	70	11.60%	—	Jun 2021	ERBIX vs GQFPX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	87	17.25%	—	Sep 1931	ERBIX vs EHSTX
OBEGX	Oberweis Global Opportunities Fund	Global Equities	54	20.61%	—	Jan 1987	ERBIX vs OBEGX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	ERBIX vs MFWIX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Quality Factor, Global Equities	27	7.29%	—	Mar 2019	ERBIX vs GQRIX
AGLOX	Ariel Global Fund	Global Equities	85	20.96%	—	Dec 2011	ERBIX vs AGLOX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	ERBIX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	66	11.78%	—	Dec 2007	ERBIX vs FGIAX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	69	11.09%	—	Jul 2010	ERBIX vs PRAFX
GQRPX	GQG Partners Global Quality Equity Fund	Quality Factor, Global Equities	26	7.14%	—	Mar 2019	ERBIX vs GQRPX

Compare ERBIX with Any Fund or Stock

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

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Diversifiers

Pair ERBIX with funds that move differently

Eaton Vance Richard Bernstein Equity Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ERBIX.

Explore ERBIX Diversifiers

Eaton Vance Richard Bernstein Equity Strategy Fund (ERBIX) Alternatives