ESEIX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to ESEIX

ESEIX charges 0.78% annually. There are 183 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	ESEIX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	ESEIX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ESEIX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	ESEIX vs VRGWX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	ESEIX vs VIGAX

Best Risk-Adjusted Alternatives to ESEIX

ESEIX has a PortfoliosLab risk / return rank of 2. There are 405 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	ESEIX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	ESEIX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	ESEIX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	ESEIX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	ESEIX vs FDSSX

Top Performing ESEIX Alternatives (YTD)

ESEIX is at -3.70% YTD. There are 391 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	ESEIX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	ESEIX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	ESEIX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	ESEIX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	ESEIX vs VPMCX

Lowest Volatility Alternatives to ESEIX

ESEIX has 15.43% 1-year volatility. There are 97 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	ESEIX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	ESEIX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	ESEIX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	ESEIX vs GQEPX

Lowest Drawdown Alternatives to ESEIX

ESEIX has a 1-year max drawdown of -13.67%. There are 152 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	ESEIX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	ESEIX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	ESEIX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	ESEIX vs DNVYX

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

Often Compared With ESEIX

Investors most often compare ESEIX with SEEGX, IMANX, EISMX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	ESEIX vs SEEGX
IMANX	Iman Fund	Large Cap Growth Equities	77	16.14%	—	Jun 2000	ESEIX vs IMANX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	4	5.24%	—	Apr 2002	ESEIX vs EISMX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	ESEIX vs BPTRX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	1.37%	—	Mar 2022	ESEIX vs ACIHX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	56	17.06%	—	Jul 1958	ESEIX vs AMRGX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	87	17.25%	—	Sep 1931	ESEIX vs EHSTX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	12	-0.33%	—	Oct 2002	ESEIX vs TILIX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	57	8.52%	—	Jun 2012	ESEIX vs TVRIX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	5	-1.30%	—	Jan 1991	ESEIX vs BLUEX
ONERX	One Rock Fund	Large Cap Growth Equities	—	—	—	Mar 2020	ESEIX vs ONERX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	45	4.50%	—	Dec 1986	ESEIX vs PROVX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	70	14.05%	—	Mar 2001	ESEIX vs ANFFX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	3.33%	—	Jun 2000	ESEIX vs GXXIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	ESEIX vs VTMGX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	ESEIX vs FCGSX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	ESEIX vs ADX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	58	8.38%	—	Jan 2007	ESEIX vs QQQX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	ESEIX vs RYGRX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	78	4.98%	—	Jun 2007	ESEIX vs EEIAX

Compare ESEIX with Any Fund or Stock

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

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Diversifiers

Pair ESEIX with funds that move differently

Eaton Vance Atlanta Capital Select Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESEIX.

Explore ESEIX Diversifiers

Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) Alternatives