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 110 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%	42.80B	May 2000	ETEGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	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 3. There are 153 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	ETEGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	ETEGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	ETEGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	ETEGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	ETEGX vs OBMCX

Top Performing ETEGX Alternatives (YTD)

ETEGX is at 2.02% YTD. There are 149 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	ETEGX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	ETEGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	ETEGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	ETEGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	ETEGX vs OBMCX

Lowest Volatility Alternatives to ETEGX

ETEGX has 16.05% 1-year volatility. There are 4 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	ETEGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	ETEGX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	ETEGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	ETEGX vs NBGIX
JATTX	Janus Henderson Triton Fund Class T	16.06%	—	Feb 2005	ETEGX vs JATTX

Lowest Drawdown Alternatives to ETEGX

ETEGX has a 1-year max drawdown of -13.05%. There are 66 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 2500 Fund	-8.60%	—	Nov 1995	ETEGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	ETEGX vs RFIMX

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	2.94%	—	Jan 2004	ETEGX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.67%	—	Aug 2010	ETEGX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	23	2.69%	—	Feb 2007	ETEGX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	84	1.46%	—	Oct 2011	ETEGX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.63%	—	Nov 2006	ETEGX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	ETEGX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.66%	—	Feb 2013	ETEGX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	ETEGX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	50	7.81%	—	Sep 2011	ETEGX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	55	12.24%	—	Sep 1931	ETEGX vs EHSTX

Often Compared With ETEGX

Investors most often compare ETEGX with FGROX, ^GSPC, ETMGX. 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	83	26.22%	—	Oct 2008	ETEGX vs FGROX
^GSPC	S&P 500 Index		73	10.35%	—	—	ETEGX vs ^GSPC
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	3	2.05%	—	Sep 1997	ETEGX vs ETMGX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	36	20.21%	—	Oct 1998	ETEGX vs NBMIX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	ETEGX vs HSPGX
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	20	12.62%	—	May 2004	ETEGX vs BUFOX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	18	10.70%	—	Jun 1999	ETEGX vs BIASX
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	21	9.65%	—	Mar 2008	ETEGX vs AOFIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	38	16.57%	—	Dec 2013	ETEGX vs WISGX
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	1	-6.26%	—	Mar 2012	ETEGX vs FAMFX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	55	18.69%	—	Mar 1998	ETEGX vs ALFAX
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	2	-4.40%	—	Jul 1992	ETEGX vs BCSSX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	66	19.02%	—	Sep 2005	ETEGX vs QISGX
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	32	13.73%	—	Jun 1995	ETEGX vs WMICX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	ETEGX vs JGMNX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	2	1.86%	—	Jun 2009	ETEGX vs NWKDX
YOVIX	Yorktown Small-Cap Fund	Small Cap Growth Equities	11	10.23%	—	May 2016	ETEGX vs YOVIX
SGPIX	ProFunds Small Cap Growth Fund	Small Cap Growth Equities	38	15.17%	—	Sep 2001	ETEGX vs SGPIX
NPSGX	Nicholas Partners Small Cap Growth Fund	Small Cap Growth Equities	76	26.40%	—	Jan 2019	ETEGX vs NPSGX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	80	25.51%	—	Nov 2013	ETEGX vs DMCRX

Compare ETEGX with Any Fund or Stock

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

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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