EAEAX vs. VEIEX
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX).
EAEAX is managed by Blackrock. It was launched on Mar 3, 2002. VEIEX is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. It was launched on May 4, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAEAX or VEIEX.
Correlation
The correlation between EAEAX and VEIEX is 0.67, 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
EAEAX vs. VEIEX - Performance Comparison
Key characteristics
EAEAX:
0.53
VEIEX:
0.79
EAEAX:
0.85
VEIEX:
1.18
EAEAX:
1.13
VEIEX:
1.15
EAEAX:
0.52
VEIEX:
0.67
EAEAX:
2.06
VEIEX:
2.35
EAEAX:
4.47%
VEIEX:
5.32%
EAEAX:
17.50%
VEIEX:
15.90%
EAEAX:
-54.71%
VEIEX:
-65.96%
EAEAX:
-7.27%
VEIEX:
-6.99%
Returns By Period
In the year-to-date period, EAEAX achieves a -2.95% return, which is significantly lower than VEIEX's 4.55% return. Over the past 10 years, EAEAX has outperformed VEIEX with an annualized return of 9.18%, while VEIEX has yielded a comparatively lower 3.32% annualized return.
EAEAX
-2.95%
-0.49%
-1.80%
8.30%
13.15%
9.18%
VEIEX
4.55%
1.84%
1.46%
10.34%
8.34%
3.32%
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EAEAX vs. VEIEX - Expense Ratio Comparison
EAEAX has a 1.25% expense ratio, which is higher than VEIEX's 0.29% expense ratio.
Risk-Adjusted Performance
EAEAX vs. VEIEX — Risk-Adjusted Performance Rank
EAEAX
VEIEX
EAEAX vs. VEIEX - 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 Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX). 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. VEIEX - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 0.11%, less than VEIEX's 2.86% 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% |
VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares | 2.86% | 2.97% | 3.31% | 3.87% | 2.41% | 1.72% | 3.07% | 2.67% | 2.14% | 2.33% | 3.04% | 2.67% |
Drawdowns
EAEAX vs. VEIEX - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -54.71%, smaller than the maximum VEIEX drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for EAEAX and VEIEX. For additional features, visit the drawdowns tool.
Volatility
EAEAX vs. VEIEX - Volatility Comparison
Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) has a higher volatility of 12.94% compared to Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) at 9.02%. This indicates that EAEAX's price experiences larger fluctuations and is considered to be riskier than VEIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.