Eaton Vance Greater China Growth Fund (EVCGX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EVCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVCGX
EVCGX charges 1.53% annually. There are 16 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | EVCGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | EVCGX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | EVCGX vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | — | Jun 2004 | EVCGX vs GOPIX |
Best Risk-Adjusted Alternatives to EVCGX
EVCGX has a PortfoliosLab risk / return rank of 4. There are 17 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 85 | — | Nov 1995 | EVCGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 85 | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 85 | — | May 2008 | EVCGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 85 | — | May 2008 | EVCGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 84 | — | May 2008 | EVCGX vs FHKTX |
Top Performing EVCGX Alternatives (YTD)
EVCGX is at -4.43% YTD. There are 17 mutual funds in the China Equities category with higher YTD returns, going as high as 28.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 28.19% | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity China Region Fund | 28.08% | — | Nov 1995 | EVCGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 28.07% | — | May 2008 | EVCGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 27.87% | — | May 2008 | EVCGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 27.68% | — | May 2008 | EVCGX vs FHKTX |
Lowest Volatility Alternatives to EVCGX
EVCGX has 19.32% 1-year volatility. There are 2 mutual funds in the China Equities category with lower 1-year volatility, going as low as 17.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 17.20% | — | Jun 1994 | EVCGX vs ICHKX | |
| Baillie Gifford China Equities Fund | 18.98% | — | Jul 2021 | EVCGX vs BGCBX | |
| Goldman Sachs China Equity Fund | 19.98% | — | Jul 1994 | EVCGX vs GSAGX | |
| AB All China Equity Portfolio | 20.25% | — | Jul 2018 | EVCGX vs ACEYX | |
| BlackRock China A Opportunities Fund | 20.69% | — | Dec 2018 | EVCGX vs CHILX |
Lowest Drawdown Alternatives to EVCGX
EVCGX has a 1-year max drawdown of -19.19%. There are 16 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -11.64%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | EVCGX vs CHILX | |
| Morgan Stanley China A Share Fund | -11.72% | — | Jul 2006 | EVCGX vs CAF | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity China Region Fund | -12.24% | — | Nov 1995 | EVCGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -12.26% | — | May 2008 | EVCGX vs FHKIX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.
Often Compared With EVCGX
Investors most often compare EVCGX with OBCHX, TRCLX, EHSTX. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare EVCGX with Any Fund or Stock
Compare EVCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVCGX with funds that move differently
Eaton Vance Greater China Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVCGX.
Explore EVCGX Diversifiers