EAEAX vs. PDI
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and PIMCO Dynamic Income Fund (PDI).
EAEAX is managed by Blackrock. It was launched on Mar 3, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAEAX or PDI.
Correlation
The correlation between EAEAX and PDI is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EAEAX vs. PDI - Performance Comparison
Key characteristics
EAEAX:
0.33
PDI:
0.70
EAEAX:
0.58
PDI:
0.93
EAEAX:
1.09
PDI:
1.23
EAEAX:
0.32
PDI:
0.84
EAEAX:
1.25
PDI:
3.00
EAEAX:
4.64%
PDI:
4.04%
EAEAX:
17.53%
PDI:
17.33%
EAEAX:
-57.02%
PDI:
-46.47%
EAEAX:
-9.88%
PDI:
-6.19%
Returns By Period
In the year-to-date period, EAEAX achieves a -5.04% return, which is significantly lower than PDI's 5.28% return. Both investments have delivered pretty close results over the past 10 years, with EAEAX having a 7.38% annualized return and PDI not far ahead at 7.62%.
EAEAX
-5.04%
-1.19%
-5.78%
4.71%
11.38%
7.38%
PDI
5.28%
-5.48%
2.50%
11.44%
8.48%
7.62%
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Risk-Adjusted Performance
EAEAX vs. PDI — Risk-Adjusted Performance Rank
EAEAX
PDI
EAEAX vs. PDI - 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 PIMCO Dynamic Income Fund (PDI). 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. PDI - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 0.11%, less than PDI's 14.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund | 0.11% | 0.11% | 0.53% | 0.56% | 0.33% | 0.57% | 0.66% | 0.88% | 0.85% | 0.93% | 0.75% | 0.60% |
PDI PIMCO Dynamic Income Fund | 14.39% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
EAEAX vs. PDI - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -57.02%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for EAEAX and PDI. For additional features, visit the drawdowns tool.
Volatility
EAEAX vs. PDI - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 12.87%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 15.50%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.