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 | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | EVCGX vs CHILX |
Best Risk-Adjusted Alternatives to EVCGX
EVCGX has a PortfoliosLab risk / return rank of 3. There are 19 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 95 | — | Dec 2019 | EVCGX vs TRCLX | |
| Matthews China Small Companies Fund | 94 | — | May 2011 | EVCGX vs MCSMX | |
| Fidelity Advisor China Region Fund Class M | 92 | — | May 2008 | EVCGX vs FHKTX | |
| Fidelity Advisor China Region Fund Class I | 92 | — | May 2008 | EVCGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class Z | 92 | — | Oct 2018 | EVCGX vs FIQFX |
Top Performing EVCGX Alternatives (YTD)
EVCGX is at -9.92% YTD. There are 18 mutual funds in the China Equities category with higher YTD returns, going as high as 48.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 48.51% | — | May 2011 | EVCGX vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 35.90% | — | Dec 2019 | EVCGX vs TRCLX | |
| Oberweis China Opportunities Fund | 34.44% | — | Oct 2005 | EVCGX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | 33.87% | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity China Region Fund | 33.77% | — | Nov 1995 | EVCGX vs FHKCX |
Lowest Volatility Alternatives to EVCGX
EVCGX has 18.71% 1-year volatility. There are 4 mutual funds in the China Equities category with lower 1-year volatility, going as low as 16.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 16.44% | — | Jun 1994 | EVCGX vs ICHKX | |
| BlackRock China A Opportunities Fund | 17.91% | — | Dec 2018 | EVCGX vs CHILX | |
| Baillie Gifford China Equities Fund | 18.49% | — | Jul 2021 | EVCGX vs BGCBX | |
| Goldman Sachs China Equity Fund | 18.68% | — | Jul 1994 | EVCGX vs GSAGX | |
| Morgan Stanley China A Share Fund | 18.95% | — | Jul 2006 | EVCGX vs CAF |
Lowest Drawdown Alternatives to EVCGX
EVCGX has a 1-year max drawdown of -17.61%. There are 17 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | EVCGX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | EVCGX vs OBCHX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | EVCGX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | EVCGX vs FIQFX | |
| Fidelity China Region Fund | -10.80% | — | Nov 1995 | EVCGX vs FHKCX |
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 RBCIX, FHKAX, GOPIX. These 13 comparison targets span 3 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