Eaton Vance National Limited Maturity Municipal Income Fund (EZNAX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EZNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EZNAX
EZNAX charges 1.41% annually. There are 458 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | EZNAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | EZNAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | EZNAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | EZNAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | EZNAX vs FSMUX |
Best Risk-Adjusted Alternatives to EZNAX
EZNAX has a PortfoliosLab risk / return rank of 67. There are 407 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | EZNAX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | EZNAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | EZNAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | EZNAX vs DNYMX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | EZNAX vs TFCYX |
Top Performing EZNAX Alternatives (YTD)
EZNAX is at 1.13% YTD. There are 420 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.08% | — | Apr 1998 | EZNAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.83% | — | Nov 2002 | EZNAX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 9.24% | — | Nov 2001 | EZNAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 7.64% | — | Mar 1993 | EZNAX vs NPV | |
| BlackRock MuniHoldings California Quality Fund | 7.01% | — | Feb 1998 | EZNAX vs MUC |
Lowest Volatility Alternatives to EZNAX
EZNAX has 1.73% 1-year volatility. There are 73 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | EZNAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | EZNAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | EZNAX vs USMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.60% | — | Aug 2002 | EZNAX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | EZNAX vs USMTX |
Lowest Drawdown Alternatives to EZNAX
EZNAX has a 1-year max drawdown of -2.02%. There are 77 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | EZNAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | EZNAX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | EZNAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | EZNAX vs TFCYX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | EZNAX vs DFSMX |
Other Mutual Funds from Eaton Vance
The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 10 categories.
Often Compared With EZNAX
Investors most often compare EZNAX with FGNSX, APUSX, EHSTX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | EZNAX vs FGNSX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 0 | -9.63% | — | Dec 2017 | EZNAX vs APUSX | |
| Eaton Vance Large-Cap Value Fund | Large Cap Value Equities | 66 | 13.68% | — | Sep 1931 | EZNAX vs EHSTX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 62 | 6.22% | — | Mar 1998 | EZNAX vs MUJ | |
| BlackRock MuniYield Michigan Quality Fund | Municipal Bonds | 33 | 6.66% | — | Oct 1992 | EZNAX vs MIY |
Compare EZNAX with Any Fund or Stock
Compare EZNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EZNAX with funds that move differently
Eaton Vance National Limited Maturity Municipal Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EZNAX.
Explore EZNAX Diversifiers