EAEAX vs. LIVIX
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and BlackRock LifePath Index 2055 Fund (LIVIX).
EAEAX is managed by BlackRock. It was launched on Mar 3, 2002. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
EAEAX vs. LIVIX - Performance Comparison
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EAEAX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund | -6.63% | 12.06% | 17.99% | 20.69% | -18.19% | 21.24% | 15.47% | 27.44% | -5.86% | 19.16% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, EAEAX achieves a -6.63% return, which is significantly lower than LIVIX's -4.27% return. Both investments have delivered pretty close results over the past 10 years, with EAEAX having a 10.18% annualized return and LIVIX not far ahead at 10.44%.
EAEAX
- 1D
- -0.25%
- 1M
- -8.13%
- YTD
- -6.63%
- 6M
- -4.39%
- 1Y
- 8.28%
- 3Y*
- 12.12%
- 5Y*
- 7.03%
- 10Y*
- 10.18%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
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EAEAX vs. LIVIX - Expense Ratio Comparison
EAEAX has a 1.25% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
EAEAX vs. LIVIX — Risk / Return Rank
EAEAX
LIVIX
EAEAX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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.
| EAEAX | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.06 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.58 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.34 | -0.76 |
Martin ratioReturn relative to average drawdown | 2.62 | 6.36 | -3.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EAEAX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.06 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.52 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.63 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.14 |
Correlation
The correlation between EAEAX and LIVIX is 0.96, 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.
Dividends
EAEAX vs. LIVIX - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 4.60%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund | 4.60% | 4.29% | 0.80% | 0.53% | 0.79% | 2.58% | 0.57% | 1.87% | 2.12% | 3.13% | 1.10% | 6.32% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
EAEAX vs. LIVIX - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -53.71%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for EAEAX and LIVIX.
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Drawdown Indicators
| EAEAX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.71% | -34.44% | -19.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -11.82% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.72% | -26.45% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -34.74% | -34.44% | -0.30% |
Current DrawdownCurrent decline from peak | -9.37% | -9.44% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -4.56% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.49% | +0.11% |
Volatility
EAEAX vs. LIVIX - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 4.15%, while BlackRock LifePath Index 2055 Fund (LIVIX) has a volatility of 5.26%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAEAX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 5.26% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 9.30% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 16.87% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 15.71% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 16.64% | +0.16% |