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 180 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	ESEIX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ESEIX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.90B	Dec 2017	ESEIX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	ESEIX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	393.80B	Nov 2000	ESEIX vs VIGAX

Best Risk-Adjusted Alternatives to ESEIX

ESEIX has a PortfoliosLab risk / return rank of 1. There are 415 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	95	92.00B	Nov 1984	ESEIX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	94	—	Nov 2004	ESEIX vs POGRX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	92	31.20B	Nov 2001	ESEIX vs VHCAX
FOCKX	Fidelity OTC Portfolio Class K	90	—	May 2008	ESEIX vs FOCKX
FOCPX	Fidelity OTC Portfolio	90	—	Dec 1984	ESEIX vs FOCPX

Top Performing ESEIX Alternatives (YTD)

ESEIX is at -11.36% YTD. There are 413 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	69.44%	—	Mar 2020	ESEIX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	35.24%	—	Feb 2004	ESEIX vs RYGRX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	32.63%	—	Feb 2017	ESEIX vs FUMIX
FTQGX	Fidelity Focused Stock Fund	32.36%	—	Nov 1996	ESEIX vs FTQGX
POGRX	PrimeCap Odyssey Growth Fund	31.65%	—	Nov 2004	ESEIX vs POGRX

Lowest Volatility Alternatives to ESEIX

ESEIX has 14.29% 1-year volatility. There are 79 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.42%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.66%	—	Jan 2005	ESEIX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.84%	—	Dec 2015	ESEIX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	ESEIX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.42%	—	Sep 2018	ESEIX vs GQEPX

Lowest Drawdown Alternatives to ESEIX

ESEIX has a 1-year max drawdown of -13.67%. There are 156 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	23	1.63%	—	Jan 2004	ESEIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	ESEIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	ESEIX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	ESEIX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	ESEIX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	ESEIX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	ESEIX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	ESEIX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	51	7.75%	—	Sep 2011	ESEIX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	63	13.72%	—	Sep 1931	ESEIX vs EHSTX

Often Compared With ESEIX

Investors most often compare ESEIX with SEEGX, IOLZX, IMANX. These 20 comparison targets span 9 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	18	6.49%	—	Feb 1992	ESEIX vs SEEGX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	85	30.88%	—	Oct 2002	ESEIX vs IOLZX
IMANX	Iman Fund	Large Cap Growth Equities	86	20.62%	—	Jun 2000	ESEIX vs IMANX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	1	-3.93%	—	Apr 2002	ESEIX vs EISMX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	45	20.85%	—	Jul 1958	ESEIX vs AMRGX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	52	4.67%	—	Apr 2003	ESEIX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	33	1.80%	—	Dec 1986	ESEIX vs PROVX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	71	11.23%	—	Jun 2012	ESEIX vs TVRIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	65	16.54%	317.30B	Aug 1999	ESEIX vs VTMGX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	50	7.43%	—	Jan 2007	ESEIX vs QQQX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	87	23.96%	—	Mar 2001	ESEIX vs ANFFX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	20	3.15%	—	Oct 2002	ESEIX vs TILIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	12	4.20%	—	Jun 2000	ESEIX vs GXXIX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	89	22.34%	—	Nov 2013	ESEIX vs FCGSX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-8.03%	—	Jan 1991	ESEIX vs BLUEX
CHASX	Chase Growth Fund	Large Cap Growth Equities	89	26.58%	—	Dec 1997	ESEIX vs CHASX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	60	4.30%	—	Jun 2007	ESEIX vs EEIAX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	61	11.06%	—	Jan 1990	ESEIX vs ADX
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	84	15.09%	—	Sep 1990	ESEIX vs FDSSX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	81	22.73%	—	Jun 2019	ESEIX vs FGKFX

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