ETMGX : Eaton Vance Tax-Managed Small-Cap Fund Class A

ETMGX is a US Stocks Market Small Growth with MODERATE fees.

ETMGX

Eaton Vance Tax-Managed Small-Cap Fund Class A

FI Score

28 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

Different Funds

We found 8,203 US Stocks Small Growth funds. Here they are ordered by FI Score.

Compare ETMGX vs VGHCX

77% FI Score
  • vghcx
  • Mutual Fund
  • Sector Equity
  • Healthcare

Vanguard Health Care Fund Investor Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Healthcare Sector Equity fund. See why »

Compare ETMGX vs PRSMX

77% FI Score
  • prsmx
  • Mutual Fund
  • Bond
  • Municipal Bond

T. Rowe Price Summit Municipal Intermediate Fund Investor Class

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare ETMGX vs SSBNX

77% FI Score
  • ssbnx
  • Mutual Fund
  • Allocation
  • Target-Date

State Street Target Retirement 2020 Fund Class I

Expenses: 0.01% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare ETMGX vs URFFX

77% FI Score
  • urffx
  • Mutual Fund
  • Allocation
  • Target-Date

USAA Target Retirement 2050 Fund

Expenses: 0.04% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare ETMGX vs VHGEX

77% FI Score
  • vhgex
  • Mutual Fund
  • Allocation
  • Total World

Vanguard Global Equity Fund Investor Shares

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare ETMGX vs TGLMX

77% FI Score
  • tglmx
  • Mutual Fund
  • Bond
  • Total US Bond Market

TCW Total Return Bond Fund Class I

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare ETMGX vs BCOSX

77% FI Score
  • bcosx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Baird Core Plus Bond Fund Class Investor

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare ETMGX vs AITFX

77% FI Score
  • aitfx
  • Mutual Fund
  • Bond
  • Municipal Bond

Invesco Limited Term Municipal Income Fund Class A2

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare ETMGX vs TMGIX

77% FI Score
  • tmgix
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Moderate Growth Portfolio Class I

Expenses: 0.26% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare ETMGX vs IGLB

77% FI Score
  • iglb
  • ETF
  • Bond
  • High Yield Bond

iShares Long-Term Corporate Bond ETF

Expenses: 0.06% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare ETMGX vs IQLT

77% FI Score
  • iqlt
  • ETF
  • International Stocks
  • Large Blend

iShares Edge MSCI Intl Quality Factor ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare ETMGX vs JNSSX

77% FI Score
  • jnssx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2025 Fund Class I

Expenses: 0.22% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare ETMGX vs FMUSX

77% FI Score
  • fmusx
  • Mutual Fund
  • Bond
  • Municipal Bond

Federated Municipal Ultrashort Fund Institutional Shares

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare ETMGX vs MACFX

77% FI Score
  • macfx
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Conservative Allocation Fund Class A

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare ETMGX vs BAGSX

77% FI Score
  • bagsx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Baird Aggregate Bond Fund Class Investor

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare ETMGX vs BCRIX

77% FI Score
  • bcrix
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock CoreAlpha Bond Fund Institutional Shares

Expenses: 0.28% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare ETMGX vs BIRDX

77% FI Score
  • birdx
  • Mutual Fund
  • Sector Equity
  • Real Estate

iShares Developed Real Estate Index Fund Institutional Shares

Expenses: 0.21% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Sector Equity fund. See why »

Compare ETMGX vs BMOAX

77% FI Score
  • bmoax
  • Mutual Fund
  • Bond
  • Total US Bond Market

iShares U.S. Aggregate Bond Index Fund Investor A Shares

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare ETMGX vs BSCM

76% FI Score
  • bscm
  • ETF
  • Bond
  • High Yield Bond

Invesco BulletShares 2022 Corporate Bond ETF

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare ETMGX vs VPACX

76% FI Score
  • vpacx
  • Mutual Fund
  • International Stocks
  • Asia/Pacific Stock

Vanguard Pacific Stock Index Fund Investor Shares

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Asia/Pacific Stock International Stocks fund. See why »

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