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 110 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ERBIX vs GWOAX
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ERBIX vs GMGEX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ERBIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	ERBIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ERBIX vs UCEQX

Best Risk-Adjusted Alternatives to ERBIX

ERBIX has a PortfoliosLab risk / return rank of 54. There are 87 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	94	—	Jun 2014	ERBIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	93	—	Dec 2005	ERBIX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	ERBIX vs JGYIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	91	—	Sep 1996	ERBIX vs FMIEX
PGVFX	Polaris Global Value Fund	91	—	May 1998	ERBIX vs PGVFX

Top Performing ERBIX Alternatives (YTD)

ERBIX is at 11.62% YTD. There are 102 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	35.11%	—	Nov 2016	ERBIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	25.41%	—	Jan 1987	ERBIX vs OBEGX
LVAGX	LSV Global Value Fund	23.91%	—	Jun 2014	ERBIX vs LVAGX
AGLOX	Ariel Global Fund	23.00%	—	Dec 2011	ERBIX vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	22.30%	—	—	ERBIX vs YFSNX

Lowest Volatility Alternatives to ERBIX

ERBIX has 13.75% 1-year volatility. There are 110 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
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...	7.00%	2.00B	Dec 2013	ERBIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.23%	—	Jul 2006	ERBIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.54%	—	Sep 1990	ERBIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.60%	—	Jan 2016	ERBIX vs SGMAX

Lowest Drawdown Alternatives to ERBIX

ERBIX has a 1-year max drawdown of -10.42%. There are 114 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ERBIX vs SVTAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ERBIX vs CSUAX

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	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	36	6.68%	—	Feb 2007	ERBIX vs EXG
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-1.65%	—	Nov 2006	ERBIX vs ETY
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.78%	—	Apr 2009	ERBIX vs ESIIX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	89	1.90%	—	Oct 2011	ERBIX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.49%	—	Feb 2013	ERBIX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	77	1.94%	—	Jun 1993	ERBIX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.87%	—	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 6 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	33	17.40%	—	Sep 2017	ERBIX vs EEOFX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	28	6.78%	—	Jan 1987	ERBIX vs FRDPX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	ERBIX vs SCHG
VIG	Vanguard Dividend Appreciation ETF	Dividend	66	9.40%	127.80B	Apr 2006	ERBIX vs VIG
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.98%	—	Mar 2010	ERBIX vs ARTHX
GCCHX	GMO Climate Change Fund	Global Equities	57	13.35%	—	Apr 2017	ERBIX vs GCCHX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	21	4.30%	—	May 2011	ERBIX vs GAOAX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	40	7.85%	—	—	ERBIX vs GLIFX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	1.28%	—	Apr 2002	ERBIX vs EISMX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	39	8.38%	—	Jun 2021	ERBIX vs GQFPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	12	6.72%	—	Mar 2019	ERBIX vs GQRIX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	71	15.15%	—	Sep 1931	ERBIX vs EHSTX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	91	14.45%	3.90B	May 1984	ERBIX vs VGPMX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	12	6.62%	—	Mar 2019	ERBIX vs GQRPX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	68	13.78%	—	Dec 2007	ERBIX vs FGIAX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	43	8.03%	—	Jul 2010	ERBIX vs PRAFX
NALFX	New Alternatives Fund	Global Equities	51	15.48%	—	Sep 1982	ERBIX vs NALFX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	29	4.82%	—	Dec 2013	ERBIX vs MVGIX
CIGEX	Calamos Global Equity Fund	Global Equities	33	17.02%	—	Feb 2007	ERBIX vs CIGEX
SGSCX	DWS Global Small Cap Fund	Global Equities	83	20.36%	—	Sep 1991	ERBIX vs SGSCX

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