EAASX vs. MGC
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and Vanguard Mega Cap ETF (MGC).
EAASX is managed by Eaton Vance. It was launched on Apr 30, 2002. MGC is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAASX or MGC.
Correlation
The correlation between EAASX and MGC is 0.85, 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
EAASX vs. MGC - Performance Comparison
Key characteristics
EAASX:
0.22
MGC:
1.88
EAASX:
0.39
MGC:
2.52
EAASX:
1.05
MGC:
1.35
EAASX:
0.15
MGC:
2.77
EAASX:
0.59
MGC:
11.83
EAASX:
4.93%
MGC:
2.13%
EAASX:
13.59%
MGC:
13.39%
EAASX:
-53.69%
MGC:
-52.20%
EAASX:
-15.33%
MGC:
-0.43%
Returns By Period
In the year-to-date period, EAASX achieves a -1.61% return, which is significantly lower than MGC's 4.27% return. Over the past 10 years, EAASX has underperformed MGC with an annualized return of 3.36%, while MGC has yielded a comparatively higher 13.91% annualized return.
EAASX
-1.61%
-5.35%
-4.53%
3.08%
0.15%
3.36%
MGC
4.27%
1.62%
11.22%
25.86%
15.47%
13.91%
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EAASX vs. MGC - Expense Ratio Comparison
EAASX has a 1.14% expense ratio, which is higher than MGC's 0.07% expense ratio.
Risk-Adjusted Performance
EAASX vs. MGC — Risk-Adjusted Performance Rank
EAASX
MGC
EAASX vs. MGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and Vanguard Mega Cap ETF (MGC). 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
EAASX vs. MGC - Dividend Comparison
EAASX has not paid dividends to shareholders, while MGC's dividend yield for the trailing twelve months is around 1.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MGC Vanguard Mega Cap ETF | 1.10% | 1.15% | 1.35% | 1.65% | 1.17% | 1.45% | 1.81% | 2.10% | 1.82% | 2.14% | 2.11% | 1.81% |
Drawdowns
EAASX vs. MGC - Drawdown Comparison
The maximum EAASX drawdown since its inception was -53.69%, roughly equal to the maximum MGC drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for EAASX and MGC. For additional features, visit the drawdowns tool.
Volatility
EAASX vs. MGC - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and Vanguard Mega Cap ETF (MGC) have volatilities of 3.12% and 3.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.