EADOX vs. APFOX
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015. APFOX is managed by Artisan Partners Funds. It was launched on Apr 6, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EADOX or APFOX.
Correlation
The correlation between EADOX and APFOX is 0.60, 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.
Performance
EADOX vs. APFOX - Performance Comparison
Key characteristics
EADOX:
5.42
APFOX:
3.46
EADOX:
8.83
APFOX:
5.18
EADOX:
2.44
APFOX:
1.76
EADOX:
9.38
APFOX:
4.76
EADOX:
41.17
APFOX:
14.30
EADOX:
0.40%
APFOX:
0.77%
EADOX:
3.07%
APFOX:
3.17%
EADOX:
-19.15%
APFOX:
-4.46%
EADOX:
0.00%
APFOX:
0.00%
Returns By Period
In the year-to-date period, EADOX achieves a 3.36% return, which is significantly higher than APFOX's 3.19% return.
EADOX
3.36%
2.58%
8.53%
16.03%
5.71%
N/A
APFOX
3.19%
2.28%
6.34%
10.54%
N/A
N/A
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EADOX vs. APFOX - Expense Ratio Comparison
EADOX has a 1.11% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Risk-Adjusted Performance
EADOX vs. APFOX — Risk-Adjusted Performance Rank
EADOX
APFOX
EADOX vs. APFOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). 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
EADOX vs. APFOX - Dividend Comparison
EADOX's dividend yield for the trailing twelve months is around 8.12%, more than APFOX's 7.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 8.12% | 8.33% | 8.79% | 8.92% | 7.53% | 7.39% | 7.56% | 7.84% | 7.62% | 4.05% | 1.37% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 7.21% | 7.32% | 8.03% | 4.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EADOX vs. APFOX - Drawdown Comparison
The maximum EADOX drawdown since its inception was -19.15%, which is greater than APFOX's maximum drawdown of -4.46%. Use the drawdown chart below to compare losses from any high point for EADOX and APFOX. For additional features, visit the drawdowns tool.
Volatility
EADOX vs. APFOX - Volatility Comparison
Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX) have volatilities of 0.79% and 0.78%, 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.