EVTMX Alternatives & Similar Mutual Funds

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 307 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	EVTMX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	EVTMX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	EVTMX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	EVTMX vs FLCPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	EVTMX vs BKTSX

Best Risk-Adjusted Alternatives to EVTMX

EVTMX has a PortfoliosLab risk / return rank of 28. There are 310 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	95	17.20B	Dec 2004	EVTMX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	EVTMX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	92	—	Nov 2004	EVTMX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	89	—	Feb 2004	EVTMX vs GTLOX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	89	—	Dec 2015	EVTMX vs RESGX

Top Performing EVTMX Alternatives (YTD)

EVTMX is at 8.43% YTD. There are 131 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	30.27%	17.20B	Dec 2004	EVTMX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.44%	92.00B	Nov 2001	EVTMX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	24.51%	—	Nov 2004	EVTMX vs POSKX
IGIAX	Integrity ESG Growth & Income Fund	24.37%	—	Jan 1995	EVTMX vs IGIAX
ALSMX	Archer Multi Cap Fund	24.19%	—	Dec 2019	EVTMX vs ALSMX

Lowest Volatility Alternatives to EVTMX

EVTMX has 10.49% 1-year volatility. There are 34 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	EVTMX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	EVTMX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	EVTMX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.41%	—	Jul 2012	EVTMX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.58%	—	May 2015	EVTMX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	EVTMX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	EVTMX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	EVTMX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	EVTMX vs AUEIX
QUERX	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 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	21	1.59%	—	Jan 2004	EVTMX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.61%	—	Aug 2010	EVTMX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	25	2.96%	—	Feb 2007	EVTMX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	86	1.36%	—	Oct 2011	EVTMX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-3.95%	—	Nov 2006	EVTMX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	69	1.63%	—	Jun 1993	EVTMX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	EVTMX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.53%	—	Feb 2013	EVTMX vs EELDX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	41	6.29%	—	Sep 2011	EVTMX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	54	12.56%	—	Sep 1931	EVTMX vs EHSTX

Often Compared With EVTMX

Investors most often compare EVTMX with ETV, RNP, JEPI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fu...		77	6.01%	—	—	EVTMX vs ETV
RNP	Cohen & Steers REIT and Preferred Income Fund, Inc...		33	6.41%	—	—	EVTMX vs RNP
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	26	1.33%	44.26B	May 2020	EVTMX vs JEPI
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	60	5.03%	7.20B	Dec 2016	EVTMX vs DIVO
BST	BlackRock Science and Technology Trust		86	21.46%	—	—	EVTMX vs BST
MTUM	iShares MSCI USA Momentum Factor ETF	Momentum, Large Cap Blend Equities	66	31.46%	28.16B	Apr 2013	EVTMX vs MTUM
VOO	Vanguard S&P 500 ETF	S&P 500	60	8.08%	1.70T	Sep 2010	EVTMX vs VOO
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.72%	95.28B	May 2020	EVTMX vs SGOV
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-3.95%	—	Dec 2002	EVTMX vs PTY
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	86	11.76%	—	Jun 2017	EVTMX vs AMFEX
IICAX	Asset Management Fund Large Cap Equity Fund	Large Cap Blend Equities	57	6.66%	—	Jun 1953	EVTMX vs IICAX
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	45	5.65%	—	Mar 2021	EVTMX vs ACUSX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	5	4.50%	—	Jan 2021	EVTMX vs NWAUX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	59	4.01%	—	Jun 2007	EVTMX vs EEIAX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	56	8.50%	—	Jan 1990	EVTMX vs PAGRX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	1	-3.61%	—	Apr 2002	EVTMX vs EISMX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	EVTMX vs AFNIX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	15	18.36%	—	Jan 2017	EVTMX vs YFSIX
POGSX	Pin Oak Equity	Large Cap Blend Equities	86	15.87%	—	Aug 1992	EVTMX vs POGSX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.58%	—	Sep 2022	EVTMX vs FEQHX

Compare EVTMX with Any Fund or Stock

Compare EVTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Eaton Vance Dividend Builder Fund (EVTMX) Alternatives