Eaton Vance Small-Cap Fund (ETEGX) Alternatives
Eaton Vance Small-Cap Fund (ETEGX) belongs to the Small 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 ETEGX. 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 ETEGX
ETEGX charges 1.21% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among ETEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ETEGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | ETEGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | ETEGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | ETEGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | ETEGX vs VISGX |
Best Risk-Adjusted Alternatives to ETEGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund | 93 | Sep 4, 2001 | ETEGX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | ETEGX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | ETEGX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | ETEGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | ETEGX vs HRSMX |
Top Performing ETEGX Alternatives (YTD)
ETEGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | ETEGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | ETEGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | ETEGX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | ETEGX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | ETEGX vs OBMCX |
Lowest Volatility Alternatives to ETEGX
ETEGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | ETEGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | ETEGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | ETEGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | ETEGX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | ETEGX vs NCLEX |
Lowest Drawdown Alternatives to ETEGX
ETEGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | ETEGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | ETEGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | ETEGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | ETEGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | ETEGX vs CTSIX |
Other Mutual Funds from Eaton Vance
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Often Compared With ETEGX
What investors most often compare with ETEGX, based on PortfoliosLab usage data.
Compare ETEGX with Any Fund or Stock
Compare ETEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.