EAASX vs. VEIPX

In the year-to-date period, EAASX achieves a -2.97% return, which is significantly lower than VEIPX's 4.85% return. Over the past 10 years, EAASX has underperformed VEIPX with an annualized return of 3.21%, while VEIPX has yielded a comparatively higher 6.22% annualized return.

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EAASX has a 1.14% expense ratio, which is higher than VEIPX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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 0.14, which is lower than the VEIPX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of EAASX and VEIPX, 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 VEIPX's dividend yield for the trailing twelve months is around 2.68%.

The maximum EAASX drawdown since its inception was -53.69%, smaller than the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for EAASX and VEIPX. For additional features, visit the drawdowns tool.

Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) has a higher volatility of 3.31% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 2.40%. This indicates that EAASX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.