Eaton Vance Dividend Builder Fund (EVTMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EVTMX
EVTMX charges 0.99% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among EVTMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | EVTMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | EVTMX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | EVTMX vs SSSYX |
Best Risk-Adjusted Alternatives to EVTMX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | EVTMX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | EVTMX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | EVTMX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | EVTMX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | EVTMX vs DHAMX |
Top Performing EVTMX Alternatives (YTD)
EVTMX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | EVTMX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | EVTMX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | EVTMX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | EVTMX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | EVTMX vs RCKSX |
Lowest Volatility Alternatives to EVTMX
EVTMX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | EVTMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | EVTMX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | EVTMX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | EVTMX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | EVTMX vs QUERX |
Lowest Drawdown Alternatives to EVTMX
EVTMX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | EVTMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | EVTMX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | EVTMX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | EVTMX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | EVTMX vs GQEIX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EVTMX
What investors most often compare with EVTMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Tax-Managed Buy-Write Opportunities Fu... | 65 | -2.81% | — | EVTMX vs ETV | ||
| Cohen & Steers REIT and Preferred Income Fund, Inc... | 31 | 1.47% | — | EVTMX vs RNP | ||
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | EVTMX vs JEPI | |
| BlackRock Science and Technology Trust | 73 | -8.64% | — | EVTMX vs BST | ||
| iShares MSCI USA Momentum Factor ETF | Large Cap Blend Equities | 59 | -4.04% | Apr 16, 2013 | EVTMX vs MTUM | |
| Amplify CWP Enhanced Dividend Income ETF | Derivative Income | 80 | 2.01% | Dec 13, 2016 | EVTMX vs DIVO | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | EVTMX vs VOO | |
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | EVTMX vs SGOV | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -3.88% | Dec 24, 2002 | EVTMX vs PTY |
Compare EVTMX with Any Fund or Stock
Compare EVTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.