EAASX vs. JANEX

In the year-to-date period, EAASX achieves a -0.95% return, which is significantly lower than JANEX's 5.52% return. Over the past 10 years, EAASX has underperformed JANEX with an annualized return of 3.39%, while JANEX has yielded a comparatively higher 5.27% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

EAASX has a 1.14% expense ratio, which is higher than JANEX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and Janus Henderson Enterprise Fund (JANEX). 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 EAASX Sharpe Ratio is 0.23, which is lower than the JANEX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of EAASX and JANEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EAASX has not paid dividends to shareholders, while JANEX's dividend yield for the trailing twelve months is around 1.03%.

The maximum EAASX drawdown since its inception was -53.69%, which is greater than JANEX's maximum drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for EAASX and JANEX. For additional features, visit the drawdowns tool.

Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) has a higher volatility of 3.52% compared to Janus Henderson Enterprise Fund (JANEX) at 2.88%. This indicates that EAASX's price experiences larger fluctuations and is considered to be riskier than JANEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.