BBGSX vs. EISMX

In the year-to-date period, BBGSX achieves a -3.04% return, which is significantly higher than EISMX's -3.44% return. Over the past 10 years, BBGSX has underperformed EISMX with an annualized return of 9.11%, while EISMX has yielded a comparatively higher 10.81% annualized return.

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BBGSX has a 0.38% expense ratio, which is lower than EISMX's 0.88% expense ratio.

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.

The current BBGSX Sharpe Ratio is 0.20, which is comparable to the EISMX Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of BBGSX and EISMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBGSX's dividend yield for the trailing twelve months is around 0.59%, less than EISMX's 3.76% yield.

The maximum BBGSX drawdown since its inception was -37.95%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for BBGSX and EISMX.

Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a higher volatility of 5.59% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 5.29%. 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.