EACPX vs. EAEAX

In the year-to-date period, EACPX achieves a -8.14% return, which is significantly lower than EAEAX's -5.04% return. Over the past 10 years, EACPX has outperformed EAEAX with an annualized return of 11.31%, while EAEAX has yielded a comparatively lower 7.38% annualized return.

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Both EACPX and EAEAX have an expense ratio of 1.25%.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) and Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX). 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 EACPX Sharpe Ratio is 0.33, which is comparable to the EAEAX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of EACPX and EAEAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EACPX has not paid dividends to shareholders, while EAEAX's dividend yield for the trailing twelve months is around 0.11%.

The maximum EACPX drawdown since its inception was -63.39%, which is greater than EAEAX's maximum drawdown of -57.02%. Use the drawdown chart below to compare losses from any high point for EACPX and EAEAX. For additional features, visit the drawdowns tool.

Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) has a higher volatility of 14.81% compared to Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) at 12.87%. This indicates that EACPX's price experiences larger fluctuations and is considered to be riskier than EAEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.