EADIX vs. PIPAX

In the year-to-date period, EADIX achieves a 2.54% return, which is significantly lower than PIPAX's 5.40% return. Over the past 10 years, EADIX has outperformed PIPAX with an annualized return of 8.06%, while PIPAX has yielded a comparatively lower 6.34% annualized return.

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EADIX has a 1.18% expense ratio, which is higher than PIPAX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX) and PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX). 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 EADIX Sharpe Ratio is 0.15, which is lower than the PIPAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of EADIX and PIPAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EADIX's dividend yield for the trailing twelve months is around 4.14%, less than PIPAX's 9.84% yield.

The maximum EADIX drawdown since its inception was -52.46%, smaller than the maximum PIPAX drawdown of -58.00%. Use the drawdown chart below to compare losses from any high point for EADIX and PIPAX. For additional features, visit the drawdowns tool.