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
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
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 57. There are 83 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	ERBIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	ERBIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	ERBIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	ERBIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	ERBIX vs JGYIX

Top Performing ERBIX Alternatives (YTD)

ERBIX is at 11.45% YTD. There are 102 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	ERBIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	ERBIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	ERBIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	ERBIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	ERBIX vs FIQOX

Lowest Volatility Alternatives to ERBIX

ERBIX has 13.52% 1-year volatility. There are 109 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	ERBIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	ERBIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	ERBIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	ERBIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	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
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ERBIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ERBIX vs SVTAX

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	23	1.63%	—	Jan 2004	ERBIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	ERBIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	ERBIX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	ERBIX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	ERBIX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	ERBIX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	ERBIX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	ERBIX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	51	7.75%	—	Sep 2011	ERBIX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	63	13.72%	—	Sep 1931	ERBIX vs EHSTX

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	66	26.50%	—	Sep 2017	ERBIX vs EEOFX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	32	5.20%	—	Jan 1987	ERBIX vs FRDPX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	28	1.35%	59.17B	Dec 2009	ERBIX vs SCHG
VIG	Vanguard Dividend Appreciation ETF	Dividend	54	6.98%	127.80B	Apr 2006	ERBIX vs VIG
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	ERBIX vs FMIEX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	ERBIX vs ARTHX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	ERBIX vs GCCHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	ERBIX vs GLIFX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	1	-3.93%	—	Apr 2002	ERBIX vs EISMX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	25	4.27%	—	May 2011	ERBIX vs GAOAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	ERBIX vs GQRIX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	47	11.43%	—	Jul 2010	ERBIX vs PRAFX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	ERBIX vs FGIAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	ERBIX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	ERBIX vs GQRPX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	ERBIX vs VGPMX
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.14%	—	Feb 2007	ERBIX vs CIGEX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	60	4.30%	—	Jun 2007	ERBIX vs EEIAX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	ERBIX vs MVGIX
NALFX	New Alternatives Fund	Global Equities	63	18.71%	—	Sep 1982	ERBIX vs NALFX

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