BBGSX vs. EISMX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGSX or EISMX.
Correlation
The correlation between BBGSX and EISMX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBGSX vs. EISMX - Performance Comparison
Key characteristics
BBGSX:
0.95
EISMX:
0.86
BBGSX:
1.37
EISMX:
1.27
BBGSX:
1.17
EISMX:
1.15
BBGSX:
0.46
EISMX:
0.62
BBGSX:
4.07
EISMX:
3.15
BBGSX:
3.85%
EISMX:
3.67%
BBGSX:
16.54%
EISMX:
13.39%
BBGSX:
-47.57%
EISMX:
-53.04%
BBGSX:
-22.75%
EISMX:
-10.18%
Returns By Period
In the year-to-date period, BBGSX achieves a 0.62% return, which is significantly higher than EISMX's 0.43% return.
BBGSX
0.62%
-4.64%
2.53%
15.85%
1.89%
N/A
EISMX
0.43%
-4.15%
-1.46%
11.42%
1.75%
5.39%
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BBGSX vs. EISMX - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Risk-Adjusted Performance
BBGSX vs. EISMX — Risk-Adjusted Performance Rank
BBGSX
EISMX
BBGSX vs. EISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BBGSX vs. EISMX - Dividend Comparison
BBGSX has not paid dividends to shareholders, while EISMX's dividend yield for the trailing twelve months is around 0.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.32% | 0.19% | 0.07% | 0.22% | 0.76% | 0.41% | 0.33% | 0.36% | 0.27% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.15% | 0.15% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBGSX vs. EISMX - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -47.57%, smaller than the maximum EISMX drawdown of -53.04%. Use the drawdown chart below to compare losses from any high point for BBGSX and EISMX. For additional features, visit the drawdowns tool.
Volatility
BBGSX vs. EISMX - Volatility Comparison
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a higher volatility of 5.78% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 4.57%. This indicates that BBGSX's price experiences larger fluctuations and is considered to be riskier than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.