ESIIX Alternatives & Similar Mutual Funds

Eaton Vance Strategic Income Fund Class I (ESIIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ESIIX

ESIIX charges 1.21% annually. There are 67 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
DBSCX	Doubleline Selective Credit Fund	0.05%	—	Aug 2014	ESIIX vs DBSCX
VMSAX	Vanguard Multi-Sector Income Bond Fund Admiral Sha...	0.30%	—	Oct 2021	ESIIX vs VMSAX
JMSIX	JPMorgan Income Fund	0.40%	—	Jun 2014	ESIIX vs JMSIX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	0.40%	—	Jul 2016	ESIIX vs BWDTX
MOFIX	Mercer Opportunistic Fixed Income Fund	0.44%	—	Aug 2013	ESIIX vs MOFIX

Best Risk-Adjusted Alternatives to ESIIX

ESIIX has a PortfoliosLab risk / return rank of 92. There are 8 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	99	—	Nov 2015	ESIIX vs NWXHX
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015	ESIIX vs NWXEX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	98	—	Jul 2016	ESIIX vs BWDTX
CBLDX	CrossingBridge Low Duration High Yield Fund	97	—	Jan 2018	ESIIX vs CBLDX
ICMUX	Intrepid Income Fund	97	—	Jul 2007	ESIIX vs ICMUX

Top Performing ESIIX Alternatives (YTD)

ESIIX is at 2.18% YTD. There are 6 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 5.21%.

Symbol	Name	YTD Return	AUM	Inception
ACP	abrdn Income Credit Strategies Fund	5.21%	—	Jan 2011	ESIIX vs ACP
BRW	Saba Capital Income & Opportunities Fund	5.04%	—	Dec 1987	ESIIX vs BRW
LFLIX	BrandywineGLOBAL - Flexible Bond Fund	2.71%	—	May 2016	ESIIX vs LFLIX
ICMUX	Intrepid Income Fund	2.43%	—	Jul 2007	ESIIX vs ICMUX
NWXHX	Nationwide Amundi Strategic Income Fund	2.19%	—	Nov 2015	ESIIX vs NWXHX

Lowest Volatility Alternatives to ESIIX

ESIIX has 2.85% 1-year volatility. There are 32 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.

Symbol	Name	Volatility 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	1.16%	—	Nov 2015	ESIIX vs NWXHX
NWXEX	Nationwide Strategic Income A	1.21%	—	Nov 2015	ESIIX vs NWXEX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	1.29%	—	Jul 2016	ESIIX vs BWDTX
CBLDX	CrossingBridge Low Duration High Yield Fund	1.39%	—	Jan 2018	ESIIX vs CBLDX
RFXIX	Rational Special Situations Income Fund	1.41%	—	Jul 2019	ESIIX vs RFXIX

Lowest Drawdown Alternatives to ESIIX

ESIIX has a 1-year max drawdown of -2.44%. There are 29 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
NWXHX	Nationwide Amundi Strategic Income Fund	-0.41%	—	Nov 2015	ESIIX vs NWXHX
NWXEX	Nationwide Strategic Income A	-0.43%	—	Nov 2015	ESIIX vs NWXEX
RFXIX	Rational Special Situations Income Fund	-0.72%	—	Jul 2019	ESIIX vs RFXIX
CBLDX	CrossingBridge Low Duration High Yield Fund	-0.73%	—	Jan 2018	ESIIX vs CBLDX
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fu...	-1.00%	—	Jul 2016	ESIIX vs BWDTX

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	27	4.45%	—	Jan 2004	ESIIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.50%	—	Aug 2010	ESIIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	26	3.99%	—	Feb 2007	ESIIX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	86	1.46%	—	Oct 2011	ESIIX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.16%	—	Nov 2006	ESIIX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	64	1.50%	—	Jun 1993	ESIIX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.53%	—	Feb 2013	ESIIX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	49	7.56%	—	Sep 2011	ESIIX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	52	11.53%	—	Sep 1931	ESIIX vs EHSTX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.57%	—	Apr 2002	ESIIX vs EISMX

Often Compared With ESIIX

Investors most often compare ESIIX with PIMIX, PONPX, TSIIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	45	0.81%	—	Mar 2007	ESIIX vs PIMIX
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	44	0.77%	—	—	ESIIX vs PONPX
TSIIX	Thornburg Strategic Income Fund	Multisector Bonds	48	0.81%	—	Dec 2007	ESIIX vs TSIIX
DINDX	Morgan Stanley Global Fixed Income Opportunities F...	Multisector Bonds	—	—	—	Jul 1997	ESIIX vs DINDX
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	24	0.64%	—	Jan 1997	ESIIX vs PDBZX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.68%	—	Feb 2008	ESIIX vs BSIIX
FSRIX	Fidelity Advisor Strategic Income Fund Class I	Total Bond Market	86	3.10%	—	Jul 1995	ESIIX vs FSRIX
VCSH	Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	76	0.72%	49.50B	Nov 2009	ESIIX vs VCSH
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	46	0.53%	5.34B	Nov 1984	ESIIX vs EVTR
NAMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fun...	Multisector Bonds	72	1.59%	—	Dec 1989	ESIIX vs NAMFX
BASIX	BlackRock Strategic Income Opportunities Fund Inve...	Nontraditional Bonds	66	1.57%	—	Feb 2008	ESIIX vs BASIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	62	1.07%	—	May 2007	ESIIX vs HSNIX
JSVIX	Easterly Income Opportunities Fund	Multisector Bonds	79	0.37%	—	Aug 2018	ESIIX vs JSVIX
NSTLX	Neuberger Berman Strategic Income Fund	Multisector Bonds	41	0.76%	—	Jul 2003	ESIIX vs NSTLX
ECSIX	Eaton Vance Short Duration Strategic Income Fund	Multisector Bonds	86	1.76%	—	May 1994	ESIIX vs ECSIX
NEFZX	Loomis Sayles Strategic Income Fund	Multisector Bonds	24	-0.21%	—	Apr 1995	ESIIX vs NEFZX
PYLD	PIMCO ETF Trust - PIMCO Multisector Bond Active Ex...	Multisector Bonds	70	1.18%	13.03B	Jun 2023	ESIIX vs PYLD
DBL	DoubleLine Opportunistic Credit Fund	Multisector Bonds	2	-2.37%	—	Jan 2012	ESIIX vs DBL
BINC	iShares Flexible Income Active ETF	Multisector Bonds	69	1.02%	16.84B	May 2023	ESIIX vs BINC
ETSIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	90	2.05%	—	Jan 1998	ESIIX vs ETSIX

Compare ESIIX with Any Fund or Stock

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

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Diversifiers

Pair ESIIX with funds that move differently

Eaton Vance Strategic Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESIIX.

Explore ESIIX Diversifiers

Eaton Vance Strategic Income Fund Class I (ESIIX) Alternatives