Camelot Event-Driven Fund Institutional Class (EVDIX) Alternatives
Camelot Event-Driven Fund Institutional Class (EVDIX) 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 EVDIX. 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 EVDIX
EVDIX charges 1.74% annually. Among mutual funds in the Event Driven category, these options have the lowest expense ratios among EVDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | May 13, 1993 | EVDIX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | Feb 27, 2001 | EVDIX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | Dec 18, 2007 | EVDIX vs BILPX | |
| The Merger Fund Class I | 1.32% | Aug 1, 2013 | EVDIX vs MERIX | |
| The Arbitrage Fund | 1.43% | Sep 17, 2000 | EVDIX vs ARBFX |
Best Risk-Adjusted Alternatives to EVDIX
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 | EVDIX vs MERIX | |
| The Merger Fund | 99 | Jan 30, 1989 | EVDIX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | 99 | Oct 1, 2015 | EVDIX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | Aug 18, 2016 | EVDIX vs HMEZX | |
| Dunham Monthly Distribution Fund | 98 | Jul 31, 2008 | EVDIX vs DAMDX |
Top Performing EVDIX Alternatives (YTD)
EVDIX 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 | EVDIX vs EMAYX | |
| Camelot Event Driven Fund Class A | 1.30% | Nov 21, 2003 | EVDIX vs EVDAX | |
| Gabelli ABC Fund | 1.20% | May 13, 1993 | EVDIX vs GABCX | |
| Dunham Monthly Distribution Fund | 1.02% | Jul 31, 2008 | EVDIX vs DAMDX | |
| Vivaldi Merger Arbitrage Fund Class I | 0.76% | Oct 1, 2015 | EVDIX vs VARBX |
Lowest Volatility Alternatives to EVDIX
EVDIX 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 | EVDIX vs VARBX | |
| The Merger Fund Class I | 1.51% | Aug 1, 2013 | EVDIX vs MERIX | |
| The Merger Fund | 1.53% | Jan 30, 1989 | EVDIX vs MERFX | |
| NexPoint Merger Arbitrage Fund | 1.61% | Aug 18, 2016 | EVDIX vs HMEZX | |
| Virtus Westchester Credit Event Fund | 2.21% | Dec 28, 2017 | EVDIX vs WCFRX |
Lowest Drawdown Alternatives to EVDIX
EVDIX 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 | EVDIX vs MERIX | |
| The Merger Fund | -0.52% | Jan 30, 1989 | EVDIX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | Oct 1, 2015 | EVDIX vs VARBX | |
| NexPoint Merger Arbitrage Fund | -1.06% | Aug 18, 2016 | EVDIX vs HMEZX | |
| Dunham Monthly Distribution Fund | -1.56% | Jul 31, 2008 | EVDIX vs DAMDX |
Often Compared With EVDIX
What investors most often compare with EVDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The GDL Fund | Event Driven | 36 | -0.23% | Jan 31, 2007 | EVDIX vs GDL | |
| Driehaus Event Driven Fund | Event Driven | 73 | -1.35% | Aug 22, 2013 | EVDIX vs DEVDX | |
| The Arbitrage Fund Class Institutional | Event Driven | 97 | 0.57% | Oct 17, 2003 | EVDIX vs ARBNX | |
| Water Island Event-Driven Fund | Event Driven | 94 | -0.23% | Sep 30, 2010 | EVDIX vs AEDNX |
Compare EVDIX with Any Fund or Stock
Compare EVDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.