Correlation
The correlation between EAERX and EAIIX is 0.24, 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.
EAERX vs. EAIIX
Compare and contrast key facts about Eaton Vance Stock Fund (EAERX) and Eaton Vance Global Bond Fund (EAIIX).
EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001. EAIIX is managed by Eaton Vance. It was launched on Jun 26, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAERX or EAIIX.
Performance
EAERX vs. EAIIX - Performance Comparison
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Key characteristics
EAERX:
0.75
EAIIX:
1.32
EAERX:
1.06
EAIIX:
1.92
EAERX:
1.15
EAIIX:
1.23
EAERX:
0.73
EAIIX:
0.62
EAERX:
2.76
EAIIX:
2.43
EAERX:
5.06%
EAIIX:
3.65%
EAERX:
20.63%
EAIIX:
6.97%
EAERX:
-48.72%
EAIIX:
-25.31%
EAERX:
-3.23%
EAIIX:
-5.60%
Returns By Period
In the year-to-date period, EAERX achieves a 1.00% return, which is significantly lower than EAIIX's 7.68% return. Over the past 10 years, EAERX has outperformed EAIIX with an annualized return of 12.20%, while EAIIX has yielded a comparatively lower 1.63% annualized return.
EAERX
1.00%
5.72%
-0.93%
14.57%
16.13%
15.52%
12.20%
EAIIX
7.68%
0.08%
5.16%
8.77%
3.48%
0.95%
1.63%
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EAERX vs. EAIIX - Expense Ratio Comparison
EAERX has a 0.98% expense ratio, which is lower than EAIIX's 1.02% expense ratio.
Risk-Adjusted Performance
EAERX vs. EAIIX — Risk-Adjusted Performance Rank
EAERX
EAIIX
EAERX vs. EAIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Stock Fund (EAERX) and Eaton Vance Global Bond Fund (EAIIX). 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.
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Dividends
EAERX vs. EAIIX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 14.55%, more than EAIIX's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 14.55% | 14.70% | 17.32% | 14.50% | 12.48% | 1.96% | 3.92% | 12.11% | 7.77% | 2.87% | 8.13% | 12.67% |
EAIIX Eaton Vance Global Bond Fund | 4.54% | 4.80% | 4.42% | 4.54% | 5.37% | 6.13% | 5.69% | 4.70% | 4.43% | 5.53% | 5.89% | 5.21% |
Drawdowns
EAERX vs. EAIIX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -48.72%, which is greater than EAIIX's maximum drawdown of -25.31%. Use the drawdown chart below to compare losses from any high point for EAERX and EAIIX.
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Volatility
EAERX vs. EAIIX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 4.71% compared to Eaton Vance Global Bond Fund (EAIIX) at 2.12%. This indicates that EAERX's price experiences larger fluctuations and is considered to be riskier than EAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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