ETEGX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to ETEGX

ETEGX charges 1.21% annually. There are 111 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	ETEGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	47.00B	May 2000	ETEGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	47.00B	Sep 2011	ETEGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	ETEGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	ETEGX vs VISGX

Best Risk-Adjusted Alternatives to ETEGX

ETEGX has a PortfoliosLab risk / return rank of 10. There are 139 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	91	—	Nov 2015	ETEGX vs DSCIX
NESIX	Needham Small Cap Growth Fund Institutional	83	—	Dec 2016	ETEGX vs NESIX
NESGX	Needham Small Cap Growth Fund	82	—	May 2002	ETEGX vs NESGX
ORIGX	North Square Spectrum Alpha Fund	79	—	Jan 1994	ETEGX vs ORIGX
DMCRX	Driehaus Micro Cap Growth Fund	77	—	Nov 2013	ETEGX vs DMCRX

Top Performing ETEGX Alternatives (YTD)

ETEGX is at 8.76% YTD. There are 135 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	56.00%	—	Dec 2016	ETEGX vs NESIX
NESGX	Needham Small Cap Growth Fund	55.46%	—	May 2002	ETEGX vs NESGX
OBMCX	Oberweis Micro Cap Fund	35.75%	—	Dec 1995	ETEGX vs OBMCX
NEAIX	Needham Aggressive Growth Fund Institutional Class	33.50%	—	Dec 2016	ETEGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund Retail Class	33.20%	—	Sep 2001	ETEGX vs NEAGX

Lowest Volatility Alternatives to ETEGX

ETEGX has 16.33% 1-year volatility. There are 4 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric Fund	14.57%	—	Nov 1995	ETEGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.38%	—	Jul 2011	ETEGX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.31%	—	Sep 1988	ETEGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.31%	—	Jul 1999	ETEGX vs NBGIX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	16.40%	—	Sep 1997	ETEGX vs ETMGX

Lowest Drawdown Alternatives to ETEGX

ETEGX has a 1-year max drawdown of -13.05%. There are 56 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	ETEGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	ETEGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	ETEGX vs WMKSX
EMCAX	Empiric Fund	-8.60%	—	Nov 1995	ETEGX vs EMCAX
SGPIX	ProFunds Small Cap Growth Fund	-9.15%	—	Sep 2001	ETEGX vs SGPIX

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	54	7.51%	—	Jan 2004	ETEGX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.55%	—	Aug 2010	ETEGX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	64	8.50%	—	Feb 2007	ETEGX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	93	2.33%	—	Apr 2009	ETEGX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	5	-0.36%	—	Nov 2006	ETEGX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	81	1.48%	—	Oct 2011	ETEGX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.57%	—	Feb 2013	ETEGX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	66	0.25%	—	Jun 1993	ETEGX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	49	6.48%	—	Sep 2011	ETEGX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	ETEGX vs EIGMX

Often Compared With ETEGX

Investors most often compare ETEGX with FGROX, NBMIX, BIASX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	76	23.70%	—	Oct 2008	ETEGX vs FGROX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	23	9.72%	—	Oct 1998	ETEGX vs NBMIX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	35	16.19%	—	Jun 1999	ETEGX vs BIASX
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	18	12.06%	—	May 2004	ETEGX vs BUFOX
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	31	15.47%	—	Mar 2008	ETEGX vs AOFIX
^GSPC	S&P 500 Index		79	11.03%	—	—	ETEGX vs ^GSPC
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	75	23.46%	—	Oct 1992	ETEGX vs HSPGX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	42	15.83%	—	Dec 2013	ETEGX vs WISGX
YOVIX	Yorktown Small-Cap Fund	Small Cap Growth Equities	8	6.72%	—	May 2016	ETEGX vs YOVIX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	47	16.08%	—	Mar 1998	ETEGX vs ALFAX
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	2	2.91%	—	Mar 2012	ETEGX vs FAMFX
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	6	5.90%	—	Jul 1992	ETEGX vs BCSSX
NPSGX	Nicholas Partners Small Cap Growth Fund	Small Cap Growth Equities	51	17.95%	—	Jan 2019	ETEGX vs NPSGX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	13.93%	—	May 2012	ETEGX vs JGMNX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	63	17.98%	—	Sep 2005	ETEGX vs QISGX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	6	4.63%	—	Jun 2009	ETEGX vs NWKDX
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	42	13.38%	—	Jun 1995	ETEGX vs WMICX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	7	8.34%	—	Jun 2006	ETEGX vs PXQSX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	0.94%	—	Sep 1997	ETEGX vs BSCFX
GTSAX	Invesco Small Cap Growth Fund	Small Cap Growth Equities	22	12.03%	—	Oct 1995	ETEGX vs GTSAX

Compare ETEGX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair ETEGX with funds that move differently

Eaton Vance Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETEGX.

Explore ETEGX Diversifiers

Eaton Vance Small-Cap Fund (ETEGX) Alternatives