Correlation
The correlation between EACPX and EPIVX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EACPX vs. EPIVX
Compare and contrast key facts about Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) and EuroPac International Value Fund (EPIVX).
EACPX is managed by Blackrock. It was launched on Jun 30, 2000. EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EACPX or EPIVX.
Performance
EACPX vs. EPIVX - Performance Comparison
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Key characteristics
EACPX:
0.48
EPIVX:
1.41
EACPX:
0.67
EPIVX:
1.86
EACPX:
1.09
EPIVX:
1.26
EACPX:
0.38
EPIVX:
1.75
EACPX:
1.25
EPIVX:
4.43
EACPX:
6.41%
EPIVX:
4.19%
EACPX:
22.17%
EPIVX:
13.83%
EACPX:
-63.39%
EPIVX:
-49.29%
EACPX:
-6.63%
EPIVX:
-0.17%
Returns By Period
In the year-to-date period, EACPX achieves a -1.96% return, which is significantly lower than EPIVX's 17.82% return. Over the past 10 years, EACPX has outperformed EPIVX with an annualized return of 11.85%, while EPIVX has yielded a comparatively lower 6.05% annualized return.
EACPX
-1.96%
6.52%
-3.14%
10.50%
14.63%
12.15%
11.85%
EPIVX
17.82%
1.17%
11.92%
19.40%
8.63%
11.43%
6.05%
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EACPX vs. EPIVX - Expense Ratio Comparison
EACPX has a 1.25% expense ratio, which is lower than EPIVX's 1.75% expense ratio.
Risk-Adjusted Performance
EACPX vs. EPIVX — Risk-Adjusted Performance Rank
EACPX
EPIVX
EACPX vs. EPIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) and EuroPac International Value Fund (EPIVX). 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.
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Dividends
EACPX vs. EPIVX - Dividend Comparison
EACPX's dividend yield for the trailing twelve months is around 2.26%, more than EPIVX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EACPX Eaton Vance Tax Managed Multi Cap Growth Fund | 2.26% | 2.22% | 0.00% | 0.00% | 3.17% | 3.13% | 2.22% | 2.39% | 0.23% | 0.00% | 0.00% | 0.00% |
EPIVX EuroPac International Value Fund | 1.55% | 1.83% | 2.22% | 1.52% | 1.62% | 0.90% | 1.45% | 1.62% | 1.58% | 5.04% | 2.30% | 8.24% |
Drawdowns
EACPX vs. EPIVX - Drawdown Comparison
The maximum EACPX drawdown since its inception was -63.39%, which is greater than EPIVX's maximum drawdown of -49.29%. Use the drawdown chart below to compare losses from any high point for EACPX and EPIVX.
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Volatility
EACPX vs. EPIVX - Volatility Comparison
Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) has a higher volatility of 5.62% compared to EuroPac International Value Fund (EPIVX) at 4.30%. This indicates that EACPX's price experiences larger fluctuations and is considered to be riskier than EPIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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