EAEAX vs. EACPX
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX).
EAEAX is managed by Blackrock. It was launched on Mar 3, 2002. EACPX is managed by Blackrock. It was launched on Jun 30, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAEAX or EACPX.
Correlation
The correlation between EAEAX and EACPX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EAEAX vs. EACPX - Performance Comparison
Key characteristics
EAEAX:
1.50
EACPX:
0.91
EAEAX:
2.07
EACPX:
1.29
EAEAX:
1.28
EACPX:
1.17
EAEAX:
2.32
EACPX:
1.43
EAEAX:
8.07
EACPX:
4.45
EAEAX:
2.12%
EACPX:
3.14%
EAEAX:
11.42%
EACPX:
15.39%
EAEAX:
-57.02%
EACPX:
-65.88%
EAEAX:
-1.32%
EACPX:
-4.26%
Returns By Period
In the year-to-date period, EAEAX achieves a 3.98% return, which is significantly higher than EACPX's 2.68% return. Over the past 10 years, EAEAX has underperformed EACPX with an annualized return of 8.39%, while EACPX has yielded a comparatively higher 11.19% annualized return.
EAEAX
3.98%
0.65%
6.58%
17.38%
9.90%
8.39%
EACPX
2.68%
0.33%
6.35%
14.63%
10.84%
11.19%
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EAEAX vs. EACPX - Expense Ratio Comparison
Both EAEAX and EACPX have an expense ratio of 1.25%.
Risk-Adjusted Performance
EAEAX vs. EACPX — Risk-Adjusted Performance Rank
EAEAX
EACPX
EAEAX vs. EACPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX). 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
EAEAX vs. EACPX - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 0.10%, while EACPX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund | 0.10% | 0.11% | 0.53% | 0.56% | 0.33% | 0.57% | 0.66% | 0.88% | 0.85% | 0.93% | 0.75% | 0.60% |
EACPX Eaton Vance Tax Managed Multi Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EAEAX vs. EACPX - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -57.02%, smaller than the maximum EACPX drawdown of -65.88%. Use the drawdown chart below to compare losses from any high point for EAEAX and EACPX. For additional features, visit the drawdowns tool.
Volatility
EAEAX vs. EACPX - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 2.25%, while Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) has a volatility of 3.75%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than EACPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.