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ESVCX Eaton Vance Tax-Managed Global Sm-Cp C

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Fund ESVCX Eaton Vance Tax-Managed Global Sm-Cp C FIEG DB FI Enhanced Global High Yield ETN VMVFX Vanguard Global Minimum Volatility Inv  
100% 85% 85%
Annual Fees
(2.15% Exp. Ratio)
(0.10% Exp. Ratio)
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$25,953.07 $48,342.43 $45,934.44
Est. savings over 30 yrs +$22,389.36 +$19,981.37
As of 12/31/16
1 YR RETURN 7.14%
3 YR 0.92%
5 YR 8.55%
10 YR 5.47%
1 YR RETURN 17.55%
3 YR 4.85%
5 YR --
10 YR --
1 YR RETURN 8.53%
3 YR 9.30%
5 YR --
10 YR --
The investment seeks to achieve long-term, after-tax returns. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index.
The investment seeks a return Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to provide long-term capital appreciation with low volatility relative to the global equity market. The fund invests primarily in U.S. and foreign stocks that are expected to generate low volatility relative to the global equity market. The portfolio will include a diverse mix of companies located in many different countries and representing many different market sectors and industry groups. It generally will seek to hedge most of its currency exposure back to the U.S. dollar to reduce overall portfolio volatility.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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