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 301 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | EVTMX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | EVTMX vs VFFSX | |
| 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 33. There are 319 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | EVTMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | EVTMX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | EVTMX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | EVTMX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | EVTMX vs GTLOX |
Top Performing EVTMX Alternatives (YTD)
EVTMX is at 9.25% YTD. There are 249 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | EVTMX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | EVTMX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | EVTMX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | EVTMX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | EVTMX vs IGIAX |
Lowest Volatility Alternatives to EVTMX
EVTMX has 10.12% 1-year volatility. There are 32 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | EVTMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | EVTMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | EVTMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | EVTMX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | EVTMX vs FULVX |
Lowest Drawdown Alternatives to EVTMX
EVTMX has a 1-year max drawdown of -6.95%. There are 14 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 11 categories.
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.
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