Eaton Vance Dividend Builder Fund (EVTMX) belongs to the Large 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 EVTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EVTMX
EVTMX charges 0.99% annually. There are 308 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | EVTMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | EVTMX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | EVTMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | EVTMX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | EVTMX vs WBREOX |
Best Risk-Adjusted Alternatives to EVTMX
EVTMX has a PortfoliosLab risk / return rank of 31. There are 310 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | EVTMX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | EVTMX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | EVTMX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | EVTMX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | EVTMX vs VPMAX |
Top Performing EVTMX Alternatives (YTD)
EVTMX is at 9.71% YTD. There are 222 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | EVTMX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | EVTMX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | EVTMX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | EVTMX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | EVTMX vs VPMAX |
Lowest Volatility Alternatives to EVTMX
EVTMX has 10.37% 1-year volatility. There are 32 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | EVTMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | EVTMX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | EVTMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | EVTMX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | EVTMX vs JEPIX |
Lowest Drawdown Alternatives to EVTMX
EVTMX has a 1-year max drawdown of -6.95%. There are 11 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | EVTMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | EVTMX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | EVTMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | EVTMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | EVTMX vs QUERX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.
Often Compared With EVTMX
Investors most often compare EVTMX with ETV, RNP, DIVO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EVTMX with Any Fund or Stock
Compare EVTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EVTMX with funds that move differently
Eaton Vance Dividend Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVTMX.
Explore EVTMX Diversifiers