Camelot Event Driven Fund Class A (EVDAX) Alternatives
Camelot Event Driven Fund Class A (EVDAX) belongs to the Event Driven category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EVDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EVDAX
EVDAX charges 2.22% annually. Among mutual funds in the Event Driven category, these options have the lowest expense ratios among EVDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | May 13, 1993 | EVDAX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | Feb 27, 2001 | EVDAX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | Dec 18, 2007 | EVDAX vs BILPX | |
| The Merger Fund Class I | 1.32% | Aug 1, 2013 | EVDAX vs MERIX | |
| The Arbitrage Fund | 1.43% | Sep 17, 2000 | EVDAX vs ARBFX |
Best Risk-Adjusted Alternatives to EVDAX
Among mutual funds in the Event Driven category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | 99 | Aug 1, 2013 | EVDAX vs MERIX | |
| The Merger Fund | 99 | Jan 30, 1989 | EVDAX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | 99 | Oct 1, 2015 | EVDAX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | Aug 18, 2016 | EVDAX vs HMEZX | |
| Dunham Monthly Distribution Fund | 98 | Jul 31, 2008 | EVDAX vs DAMDX |
Top Performing EVDAX Alternatives (YTD)
EVDAX alternatives from the Event Driven category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 2.42% | Feb 27, 2001 | EVDAX vs EMAYX | |
| Camelot Event-Driven Fund Institutional Class | 1.36% | Jun 7, 2010 | EVDAX vs EVDIX | |
| Gabelli ABC Fund | 1.20% | May 13, 1993 | EVDAX vs GABCX | |
| Dunham Monthly Distribution Fund | 1.02% | Jul 31, 2008 | EVDAX vs DAMDX | |
| Vivaldi Merger Arbitrage Fund Class I | 0.76% | Oct 1, 2015 | EVDAX vs VARBX |
Lowest Volatility Alternatives to EVDAX
EVDAX alternatives from the Event Driven category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.35% | Oct 1, 2015 | EVDAX vs VARBX | |
| The Merger Fund Class I | 1.51% | Aug 1, 2013 | EVDAX vs MERIX | |
| The Merger Fund | 1.53% | Jan 30, 1989 | EVDAX vs MERFX | |
| NexPoint Merger Arbitrage Fund | 1.61% | Aug 18, 2016 | EVDAX vs HMEZX | |
| Virtus Westchester Credit Event Fund | 2.21% | Dec 28, 2017 | EVDAX vs WCFRX |
Lowest Drawdown Alternatives to EVDAX
EVDAX alternatives from the Event Driven category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | -0.47% | Aug 1, 2013 | EVDAX vs MERIX | |
| The Merger Fund | -0.52% | Jan 30, 1989 | EVDAX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | Oct 1, 2015 | EVDAX vs VARBX | |
| NexPoint Merger Arbitrage Fund | -1.06% | Aug 18, 2016 | EVDAX vs HMEZX | |
| Dunham Monthly Distribution Fund | -1.56% | Jul 31, 2008 | EVDAX vs DAMDX |
Often Compared With EVDAX
What investors most often compare with EVDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | EVDAX vs SPY | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | EVDAX vs VOO | |
| The GDL Fund | Event Driven | 36 | -0.23% | Jan 31, 2007 | EVDAX vs GDL | |
| Water Island Event-Driven Fund | Event Driven | 94 | -0.23% | Sep 30, 2010 | EVDAX vs AEDNX | |
| The Arbitrage Fund Class Institutional | Event Driven | 97 | 0.57% | Oct 17, 2003 | EVDAX vs ARBNX | |
| Driehaus Event Driven Fund | Event Driven | 73 | -1.35% | Aug 22, 2013 | EVDAX vs DEVDX |
Compare EVDAX with Any Fund or Stock
Compare EVDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.