E vs. EVIFX

Last updated Apr 4, 2026

Compare and contrast key facts about Eni S.p.A. (E) and Eaton Vance Balanced Fund (EVIFX).

EVIFX is managed by Eaton Vance. It was launched on Apr 1, 1932.

Performance

E vs. EVIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eni S.p.A. (E) and Eaton Vance Balanced Fund (EVIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, E achieves a 52.25% return, which is significantly higher than EVIFX's -3.41% return. Over the past 10 years, E has outperformed EVIFX with an annualized return of 13.65%, while EVIFX has yielded a comparatively lower 8.78% annualized return.

E

• 1D: 4.05%
• 1M: 23.82%
• YTD: 52.25%
• 6M: 67.39%
• 1Y: 116.00%
• 3Y*: 33.05%
• 5Y*: 26.32%
• 10Y*: 13.65%

EVIFX

• 1D: 0.25%
• 1M: -2.47%
• YTD: -3.41%
• 6M: -2.10%
• 1Y: 15.91%
• 3Y*: 12.23%
• 5Y*: 6.74%
• 10Y*: 8.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

E vs. EVIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
E Eni S.p.A.	52.25%	48.40%	-13.95%	26.73%	10.92%	43.12%	-28.73%	4.29%	-0.98%	7.27%
EVIFX Eaton Vance Balanced Fund	-3.41%	11.01%	19.05%	16.05%	-15.61%	13.97%	14.22%	26.25%	-3.42%	13.53%

Correlation

The correlation between E and EVIFX is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Return for Risk

E vs. EVIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

E

E Risk / Return Rank: 96
E Sharpe Ratio Rank: 98
E Sortino Ratio Rank: 97
E Omega Ratio Rank: 97
E Calmar Ratio Rank: 92
E Martin Ratio Rank: 97

EVIFX

EVIFX Risk / Return Rank: 28
EVIFX Sharpe Ratio Rank: 25
EVIFX Sortino Ratio Rank: 25
EVIFX Omega Ratio Rank: 24
EVIFX Calmar Ratio Rank: 31
EVIFX Martin Ratio Rank: 35

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

E vs. EVIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eni S.p.A. (E) and Eaton Vance Balanced Fund (EVIFX). 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.

	E	EVIFX	Difference
Sharpe ratio Return per unit of total volatility	3.86	0.75	+3.11
Sortino ratio Return per unit of downside risk	4.27	1.14	+3.14
Omega ratio Gain probability vs. loss probability	1.64	1.16	+0.48
Calmar ratio Return relative to maximum drawdown	4.96	1.18	+3.78
Martin ratio Return relative to average drawdown	23.85	4.68	+19.18
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

E vs. EVIFX - Sharpe Ratio Comparison

The current E Sharpe Ratio is 3.86, which is higher than the EVIFX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of E and EVIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	E	EVIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.86	0.75	+3.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.07	0.56	+0.51
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.76	-0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.48	-0.16

Drawdowns

E vs. EVIFX - Drawdown Comparison

The maximum E drawdown since its inception was -70.53%, which is greater than EVIFX's maximum drawdown of -42.70%. Use the drawdown chart below to compare losses from any high point for E and EVIFX.

Drawdown Indicators

	E	EVIFX	Difference
Max Drawdown Largest peak-to-trough decline	-70.53%	-42.70%	-27.83%
Max Drawdown (1Y) Largest decline over 1 year	-10.48%	-7.26%	-3.22%
Max Drawdown (5Y) Largest decline over 5 years	-33.71%	-24.94%	-8.77%
Max Drawdown (10Y) Largest decline over 10 years	-61.59%	-24.94%	-36.65%
Current Drawdown Current decline from peak	0.00%	-4.63%	+4.63%
Average Drawdown Average peak-to-trough decline	-23.19%	-6.24%	-16.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.97%	1.96%	+2.01%

Volatility

E vs. EVIFX - Volatility Comparison

Eni S.p.A. (E) has a higher volatility of 8.73% compared to Eaton Vance Balanced Fund (EVIFX) at 4.05%. This indicates that E's price experiences larger fluctuations and is considered to be riskier than EVIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	E	EVIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.73%	4.05%	+4.68%
Volatility (6M) Calculated over the trailing 6-month period	16.34%	6.61%	+9.73%
Volatility (1Y) Calculated over the trailing 1-year period	24.82%	11.53%	+13.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.70%	12.06%	+12.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.25%	11.60%	+16.65%

Dividends

E vs. EVIFX - Dividend Comparison

E's dividend yield for the trailing twelve months is around 4.07%, less than EVIFX's 5.31% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
E Eni S.p.A.	4.07%	5.88%	7.69%	5.74%	6.38%	5.79%	5.91%	6.11%	5.15%	3.96%	3.98%	5.14%
EVIFX Eaton Vance Balanced Fund	5.31%	5.13%	5.48%	2.01%	5.77%	8.22%	2.71%	5.84%	6.50%	4.68%	1.84%	6.07%