EAEAX vs. EALCX
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and Eaton Vance Growth Fund (EALCX).
EAEAX is managed by Blackrock. It was launched on Mar 3, 2002. EALCX is managed by Eaton Vance. It was launched on Sep 9, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAEAX or EALCX.
Correlation
The correlation between EAEAX and EALCX 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. EALCX - Performance Comparison
Key characteristics
EAEAX:
1.48
EALCX:
0.90
EAEAX:
2.05
EALCX:
1.25
EAEAX:
1.28
EALCX:
1.18
EAEAX:
2.30
EALCX:
0.90
EAEAX:
8.00
EALCX:
3.90
EAEAX:
2.12%
EALCX:
4.42%
EAEAX:
11.42%
EALCX:
19.07%
EAEAX:
-57.02%
EALCX:
-50.81%
EAEAX:
-1.01%
EALCX:
-5.41%
Returns By Period
In the year-to-date period, EAEAX achieves a 4.31% return, which is significantly higher than EALCX's 3.65% return. Over the past 10 years, EAEAX has outperformed EALCX with an annualized return of 8.41%, while EALCX has yielded a comparatively lower 6.57% annualized return.
EAEAX
4.31%
2.07%
6.16%
17.98%
9.98%
8.41%
EALCX
3.65%
2.24%
2.73%
19.27%
7.64%
6.57%
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EAEAX vs. EALCX - Expense Ratio Comparison
EAEAX has a 1.25% expense ratio, which is higher than EALCX's 1.05% expense ratio.
Risk-Adjusted Performance
EAEAX vs. EALCX — Risk-Adjusted Performance Rank
EAEAX
EALCX
EAEAX vs. EALCX - 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 Growth Fund (EALCX). 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. EALCX - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 0.10%, while EALCX 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% |
EALCX Eaton Vance Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.38% | 0.00% | 0.00% |
Drawdowns
EAEAX vs. EALCX - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -57.02%, which is greater than EALCX's maximum drawdown of -50.81%. Use the drawdown chart below to compare losses from any high point for EAEAX and EALCX. For additional features, visit the drawdowns tool.
Volatility
EAEAX vs. EALCX - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 2.45%, while Eaton Vance Growth Fund (EALCX) has a volatility of 5.31%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than EALCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.