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 0.71, 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. VEIEX - Performance Comparison
Key characteristics
EAEAX:
1.55
VEIEX:
1.31
EAEAX:
2.13
VEIEX:
1.87
EAEAX:
1.29
VEIEX:
1.23
EAEAX:
2.40
VEIEX:
0.82
EAEAX:
8.36
VEIEX:
3.88
EAEAX:
2.11%
VEIEX:
4.26%
EAEAX:
11.43%
VEIEX:
12.70%
EAEAX:
-57.02%
VEIEX:
-65.96%
EAEAX:
-1.11%
VEIEX:
-7.48%
Returns By Period
The year-to-date returns for both stocks are quite close, with EAEAX having a 4.20% return and VEIEX slightly lower at 4.00%. Over the past 10 years, EAEAX has outperformed VEIEX with an annualized return of 8.40%, while VEIEX has yielded a comparatively lower 3.82% annualized return.
EAEAX
4.20%
1.96%
6.59%
17.34%
9.75%
8.40%
VEIEX
4.00%
4.90%
5.49%
15.37%
4.04%
3.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.10%, 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 | 0.10% | 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% | 2.98% | 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 -57.02%, 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
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 2.48%, while Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) has a volatility of 3.21%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than VEIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.