Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EXG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXG
EXG charges 1.07% annually. There are 25 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | EXG vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | EXG vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.50B | Mar 2016 | EXG vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | EXG vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | EXG vs CAIFX |
Best Risk-Adjusted Alternatives to EXG
EXG has a PortfoliosLab risk / return rank of 36. There are 24 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 86 | — | Nov 2012 | EXG vs CDDYX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 84 | — | Apr 2015 | EXG vs FDGDX | |
| Vanguard International High Dividend Yield Index F... | 84 | 20.50B | Mar 2016 | EXG vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 84 | — | Mar 2005 | EXG vs SVAAX | |
| JPMorgan Equity Income Fund R6 | 82 | — | Jul 1987 | EXG vs OIEJX |
Top Performing EXG Alternatives (YTD)
EXG is at 6.68% YTD. There are 23 mutual funds in the Dividend category with higher YTD returns, going as high as 16.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 16.78% | — | Apr 1993 | EXG vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 16.73% | — | Apr 2015 | EXG vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 15.35% | — | Jul 1987 | EXG vs OIEJX | |
| American Funds Fundamental Investors® Class F-2 | 14.27% | — | Aug 1978 | EXG vs FINFX | |
| BlackRock Equity Dividend Fund Investor A Shares | 14.21% | — | Oct 1994 | EXG vs MDDVX |
Lowest Volatility Alternatives to EXG
EXG has 14.03% 1-year volatility. There are 25 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.94% | — | Dec 2011 | EXG vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.42% | — | Dec 1973 | EXG vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.20% | — | Jul 1987 | EXG vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | EXG vs JEPAX | |
| John Hancock Premium Dividend Fund | 9.02% | — | Dec 1989 | EXG vs PDT |
Lowest Drawdown Alternatives to EXG
EXG has a 1-year max drawdown of -14.28%. There are 30 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | EXG vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | EXG vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | EXG vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | EXG vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | EXG vs AMECX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, ETY and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eaton Vance Tax Advantaged Global Dividend Income ... | Global Equities | 24 | 4.10% | — | Jan 2004 | EXG vs ETG | |
| Eaton Vance Global Macro Absolute Return Advantage... | Nontraditional Bonds | 98 | 8.64% | — | Aug 2010 | EXG vs EGRIX | |
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 3 | -1.65% | — | Nov 2006 | EXG vs ETY | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 94 | 2.78% | — | Apr 2009 | EXG vs ESIIX | |
| Eaton Vance Multi-Asset Credit Fund | High Yield Bonds | 89 | 1.90% | — | Oct 2011 | EXG vs EIAMX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | Emerging Markets Bonds | 98 | 8.49% | — | Feb 2013 | EXG vs EELDX | |
| Eaton Vance Massachusetts Municipal Income Fund | Municipal Bonds | 77 | 1.94% | — | Jun 1993 | EXG vs EIMAX | |
| Eaton Vance Richard Bernstein All Asset Strategy F... | Tactical Allocation | 53 | 7.87% | — | Sep 2011 | EXG vs EIRAX | |
| Eaton Vance Global Macro Absolute Return Fund | Nontraditional Bonds | 99 | 5.42% | — | Jun 2007 | EXG vs EIGMX | |
| Parametric Commodity Strategy Fund Class I | Commodities | 74 | 17.04% | — | May 2011 | EXG vs EIPCX |
Often Compared With EXG
Investors most often compare EXG with ADX, BXMIX, BDJ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EXG with Any Fund or Stock
Compare EXG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXG with funds that move differently
Eaton Vance Tax-Managed Global Diversified Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXG.
Explore EXG Diversifiers