Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to EXG

EXG charges 1.07% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among EXG alternatives.

Symbol	Name	Expense Ratio	Inception
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	Feb 7, 2019	EXG vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.22%	Mar 2, 2016	EXG vs VIHAX
VDIGX	Vanguard Dividend Growth Fund	0.27%	May 15, 1992	EXG vs VDIGX
CAIFX	American Funds Capital Income Builder Fund Class F...	0.37%	Jul 30, 1987	EXG vs CAIFX
FINFX	American Funds Fundamental Investors® Class F-2	0.39%	Aug 1, 1978	EXG vs FINFX

Best Risk-Adjusted Alternatives to EXG

Among mutual funds in the Dividend 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
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	EXG vs EPDPX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	EXG vs PMAIX
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	EXG vs VIHAX
AMECX	American Funds The Income Fund of America Class A	81	Dec 1, 1973	EXG vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	79	Jul 30, 1987	EXG vs CAIFX

Top Performing EXG Alternatives (YTD)

EXG alternatives from the Dividend category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	8.28%	Mar 30, 2005	EXG vs SVAAX
EPDPX	EuroPac International Dividend Income Fund Class A	5.90%	Jan 10, 2014	EXG vs EPDPX
PDT	John Hancock Premium Dividend Fund	5.12%	Dec 14, 1989	EXG vs PDT
VIHAX	Vanguard International High Dividend Yield Index F...	3.08%	Mar 2, 2016	EXG vs VIHAX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	1.97%	Feb 7, 2019	EXG vs VHYAX

Lowest Volatility Alternatives to EXG

EXG alternatives from the Dividend category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	7.19%	Dec 22, 2011	EXG vs PMAIX
AMECX	American Funds The Income Fund of America Class A	9.48%	Dec 1, 1973	EXG vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	10.11%	Jul 30, 1987	EXG vs CAIFX
PDT	John Hancock Premium Dividend Fund	13.21%	Dec 14, 1989	EXG vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	13.61%	Nov 8, 2012	EXG vs CDDYX

Lowest Drawdown Alternatives to EXG

EXG alternatives from the Dividend category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-7.06%	Dec 22, 2011	EXG vs PMAIX
AMECX	American Funds The Income Fund of America Class A	-8.19%	Dec 1, 1973	EXG vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	-8.37%	Jul 30, 1987	EXG vs CAIFX
VDIGX	Vanguard Dividend Growth Fund	-9.57%	May 15, 1992	EXG vs VDIGX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-10.17%	Nov 8, 2012	EXG vs CDDYX

Other Mutual Funds from Eaton Vance

Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	99	3.59%	Aug 30, 2010	EXG vs EGRIX
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	51	-11.37%	Jan 30, 2004	EXG vs ETG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	92	-1.08%	Oct 31, 2011	EXG vs EIAMX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	39	-0.70%	Jun 16, 1993	EXG vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	46	-3.81%	Sep 29, 2011	EXG vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	28	-1.54%	Sep 23, 1931	EXG vs EHSTX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.33%	Feb 3, 2013	EXG vs EELDX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	93	-1.86%	Jun 26, 2007	EXG vs EEIAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-6.70%	Apr 30, 2002	EXG vs EISMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	12	-8.28%	Nov 27, 2006	EXG vs ETY

Often Compared With EXG

What investors most often compare with EXG, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BXMIX	Blackstone Alternative Multi-Strategy Fund	Multistrategy	90	-0.46%	Jun 15, 2014	EXG vs BXMIX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	83	-4.23%	Jan 2, 1990	EXG vs ADX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	EXG vs BDJ
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	EXG vs VOO
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	56	-1.04%	Jun 24, 2013	EXG vs XYLD
CSQIX	Manteio Multialternative Strategy Fund I	Multistrategy	4	0.99%	Mar 29, 2012	EXG vs CSQIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	EXG vs SCHD
TECK	Teck Resources Limited		70	8.25%	—	EXG vs TECK
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	High Yield Bonds	80	-0.16%	Oct 15, 2013	EXG vs SHYG
BTG	B2Gold Corp.		74	0.83%	—	EXG vs BTG
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	12	-10.77%	Jan 26, 2005	EXG vs EOS
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	42	-0.96%	Nov 24, 2006	EXG vs FOF
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	44	-2.38%	Nov 22, 2021	EXG vs NMAI
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	28	-5.16%	Mar 27, 2007	EXG vs JCE
IMTM	iShares MSCI Intl Momentum Factor ETF	Foreign Large Cap Equities	78	0.10%	Jan 13, 2015	EXG vs IMTM
HDDVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	64	-0.71%	Jun 5, 2017	EXG vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	63	-0.72%	Aug 1, 2012	EXG vs HDQVX
EACAX	Eaton Vance California Municipal Opportunities Fun...	Municipal Bonds	32	-0.62%	May 26, 1994	EXG vs EACAX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	EXG vs ECAT

Compare EXG with Any Fund or Stock

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

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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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