Eaton Vance Richard Bernstein Equity Strategy Fund (ERBIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ERBIX
ERBIX charges 0.93% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among ERBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | ERBIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | ERBIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | ERBIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | ERBIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | ERBIX vs VMNVX |
Best Risk-Adjusted Alternatives to ERBIX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | ERBIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | ERBIX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | ERBIX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | ERBIX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | ERBIX vs FMIEX |
Top Performing ERBIX Alternatives (YTD)
ERBIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | ERBIX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | ERBIX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | ERBIX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | ERBIX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | ERBIX vs CSUAX |
Lowest Volatility Alternatives to ERBIX
ERBIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | ERBIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | ERBIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | ERBIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | ERBIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | ERBIX vs GLIFX |
Lowest Drawdown Alternatives to ERBIX
ERBIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | ERBIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | ERBIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | ERBIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | ERBIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | ERBIX vs FGIAX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With ERBIX
What investors most often compare with ERBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 75 | 0.37% | Sep 1, 2017 | ERBIX vs EEOFX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 36 | -2.58% | Jan 14, 1987 | ERBIX vs FRDPX | |
| Vanguard Dividend Appreciation ETF | Dividend | 47 | -1.48% | Dec 19, 2013 | ERBIX vs VIG | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 41 | -9.73% | Dec 11, 2009 | ERBIX vs SCHG | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | ERBIX vs GAOAX | |
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 12 | -7.42% | Nov 27, 2006 | ERBIX vs ETY |
Compare ERBIX with Any Fund or Stock
Compare ERBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.