ECASX

Active

Eaton Vance Atlanta Capital SMID-Cap Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.87%
Annual Cost per $10K
$187.00
30-Year Fee Drag per $10K
$31,269
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-7.57%

Asset Allocation

US Equity
97%
Cash
3%

Fee Comparison

ECASX
1.87%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

76% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+22.65%3Y
Compare to

Fee Impact Calculator

$
%
ECASX at 1.87%$224,269
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$156,343
Cost vs index fund−$153,155

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
ECASXEaton Vance Atlanta Capital SMID-Cap Fund1.87%
QCGRFXCollege Retirement Equities Fund - Growth Account
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
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MEGBXMFS Growth Fund1.58%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
EGFSXEdgewood Growth Fund1.25%
RRTCXT. Rowe Price Retirement 2030 Fund1.06%
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
VVIPXVoya VACS Index Series S Portfolio
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
HCAIXHarbor Capital Appreciation Fund1.02%
PLFMXLargeCap S&P 500 Index Fund1.29%
TCRAXGrowth Fund1.14%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
TWCUXUltra Fund0.89%
JGACXJPMorgan Growth Advantage Fund0.99%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
LGRRXLoomis Sayles Growth Fund0.91%
HGIRXHARTFORD CORE EQUITY FUND1.08%
CSECXCalvert Equity Fund1.65%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
SCDGXDWS Core Equity Fund1.24%
LMPPXClearBridge Appreciation Fund1.24%
DCCAXMacquarie Small Cap Core Fund1.06%
PLCGXLargeCap Growth Fund I0.94%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
CIPMXChamplain MidCap Fund1.09%
LMPLXClearBridge Large Cap Growth Fund1.33%
WHGAXWESTWOOD QUALITY SMALLCAP FUND1.79%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
HCMDXHCM Tactical Plus Fund1.98%
HCMNXHCM Sector Plus Fund1.97%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
ATHAXHeritage Fund1.25%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
DEVLXMacquarie Small Cap Value Fund1.10%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
JGAQXJPMorgan Value Advantage Fund0.99%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
JAJAXManaged Volatility Growth Portfolio1.02%
LCBVXClearBridge Large Cap Value Fund1.40%
GATEXGateway Fund0.94%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
SSICXOcean Park Tactical Core Income Fund2.05%
OAKLXOakmark Select Fund0.98%
LGLCXLord Abbett Growth Leaders Fund1.65%
CIPSXChamplain Small Company Fund1.24%
EZTGXEaton Vance Tax-Managed Growth Fund 1.21.62%
SMVLXSmead Value Fund1.22%
FRURXFranklin Utilities Fund1.06%
HCACXTHE HARTFORD CAPITAL APPRECIATION FUND1.85%
EABLXEaton Vance Floating-Rate Fund1.06%
AFDAXLarge Cap Equity Fund1.04%
CSRSXCohen & Steers Realty Shares0.88%
BCSIXBrown Capital Management Small Company Fund1.31%
JAJRXManaged Volatility Balanced Portfolio1.00%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
RYOCXNASDAQ-100 Fund1.27%
CGWRXColumbia Cornerstone Growth Fund0.97%
ESPAXAllspring Special Small Cap Value Fund1.17%
JSECXJPMorgan Small Cap Equity Fund1.24%
ACUSXAdvisors Capital Total Return - Equity Fund1.88%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
HCMEXHCM Multi-Asset Plus Fund1.64%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
JDURXPGIM Jennison Utility Fund1.11%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
TWCIXSelect Fund0.90%
DDVAXMacquarie Value Fund0.97%
CSMFXCarillon Scout Mid Cap Fund2.00%
FKARXFranklin Growth Opportunities Fund1.19%
LMPOXClearBridge Small Cap Growth Fund1.48%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
BMDSXBaird Mid Cap Growth Fund1.06%
HSVRXHarbor Small Cap Value Fund1.13%
GCTAXGoldman Sachs U.S. Tax-Managed Equity Fund1.01%

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