Eventide Dividend Opportunities Fund (ETIDX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ETIDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETIDX
ETIDX charges 0.95% annually. There are 67 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | ETIDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | ETIDX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | ETIDX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | ETIDX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | ETIDX vs FSMAX |
Best Risk-Adjusted Alternatives to ETIDX
ETIDX has a PortfoliosLab risk / return rank of 41. There are 59 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | ETIDX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | ETIDX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | ETIDX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | ETIDX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | ETIDX vs FZAMX |
Top Performing ETIDX Alternatives (YTD)
ETIDX is at 18.40% YTD. There are 30 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | ETIDX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | ETIDX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | ETIDX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | ETIDX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | ETIDX vs FZAMX |
Lowest Volatility Alternatives to ETIDX
ETIDX has 15.30% 1-year volatility. There are 49 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | ETIDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | ETIDX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | ETIDX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | ETIDX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | ETIDX vs RSINX |
Lowest Drawdown Alternatives to ETIDX
ETIDX has a 1-year max drawdown of -7.60%. There are 7 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | ETIDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | ETIDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | ETIDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | ETIDX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | ETIDX vs DNLDX |
Other Mutual Funds from Eventide Funds
The 6 most viewed Eventide Funds mutual funds shown here include ETGLX, ETIHX, ETILX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eventide Gilead Fund | Mid Cap Growth Equities | 60 | 18.62% | — | Jul 2008 | ETIDX vs ETGLX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 91 | 12.47% | — | Dec 2012 | ETIDX vs ETIHX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 62 | 18.74% | — | — | ETIDX vs ETILX | |
| Eventide Multi-Asset Income Fund | Diversified Portfolio | 50 | 10.15% | — | Jul 2015 | ETIDX vs ETIMX | |
| Eventide Exponential Technologies Fund | Technology Equities | 33 | 24.42% | — | Jun 2020 | ETIDX vs ETIEX | |
| Eventide Core Bond Fund | Intermediate Core Bond | 24 | 0.08% | — | Jul 2020 | ETIDX vs ETIRX |
Often Compared With ETIDX
Investors most often compare ETIDX with TPLC, TBG, INDS. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare ETIDX with Any Fund or Stock
Compare ETIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETIDX with funds that move differently
Eventide Dividend Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETIDX.
Explore ETIDX Diversifiers