EAERX vs. EIAMX
Compare and contrast key facts about Eaton Vance Stock Fund (EAERX) and Eaton Vance Multi-Asset Credit Fund (EIAMX).
EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001. EIAMX is managed by Eaton Vance. It was launched on Oct 31, 2011.
Performance
EAERX vs. EIAMX - Performance Comparison
Loading graphics...
EAERX vs. EIAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | -5.58% | 13.24% | 53.09% | 24.22% | -16.94% | 22.85% | 18.22% | 35.04% | -5.94% | 19.90% |
EIAMX Eaton Vance Multi-Asset Credit Fund | -0.78% | 6.31% | 8.22% | 9.93% | -6.18% | 4.57% | 1.89% | 11.67% | -2.45% | 11.61% |
Returns By Period
In the year-to-date period, EAERX achieves a -5.58% return, which is significantly lower than EIAMX's -0.78% return. Over the past 10 years, EAERX has outperformed EIAMX with an annualized return of 14.69%, while EIAMX has yielded a comparatively lower 4.81% annualized return.
EAERX
- 1D
- 0.73%
- 1M
- -3.82%
- YTD
- -5.58%
- 6M
- -4.06%
- 1Y
- 11.21%
- 3Y*
- 24.37%
- 5Y*
- 14.50%
- 10Y*
- 14.69%
EIAMX
- 1D
- 0.10%
- 1M
- -0.82%
- YTD
- -0.78%
- 6M
- 0.27%
- 1Y
- 4.96%
- 3Y*
- 6.70%
- 5Y*
- 3.98%
- 10Y*
- 4.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EAERX vs. EIAMX - Expense Ratio Comparison
EAERX has a 0.98% expense ratio, which is higher than EIAMX's 0.71% expense ratio.
Return for Risk
EAERX vs. EIAMX — Risk / Return Rank
EAERX
EIAMX
EAERX vs. EIAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Stock Fund (EAERX) and Eaton Vance Multi-Asset Credit Fund (EIAMX). 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.
| EAERX | EIAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.84 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.07 | 3.02 | -1.95 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.56 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.31 | -1.25 |
Martin ratioReturn relative to average drawdown | 4.37 | 10.22 | -5.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EAERX | EIAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.84 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 1.26 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.21 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.23 | +0.30 |
Correlation
The correlation between EAERX and EIAMX is 0.49, 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.
Dividends
EAERX vs. EIAMX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 9.48%, more than EIAMX's 6.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 9.48% | 8.95% | 29.39% | 17.32% | 14.50% | 12.48% | 1.96% | 3.92% | 12.04% | 7.77% | 2.87% | 8.13% |
EIAMX Eaton Vance Multi-Asset Credit Fund | 6.50% | 7.04% | 7.35% | 5.52% | 5.46% | 4.10% | 4.46% | 4.94% | 2.41% | 2.88% | 3.15% | 3.77% |
Drawdowns
EAERX vs. EIAMX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -48.72%, which is greater than EIAMX's maximum drawdown of -43.35%. Use the drawdown chart below to compare losses from any high point for EAERX and EIAMX.
Loading graphics...
Drawdown Indicators
| EAERX | EIAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.72% | -43.35% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -1.54% | -9.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -10.02% | -12.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -43.35% | +9.52% |
Current DrawdownCurrent decline from peak | -7.31% | -10.88% | +3.57% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -16.21% | +9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 0.49% | +2.48% |
Volatility
EAERX vs. EIAMX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 5.72% compared to Eaton Vance Multi-Asset Credit Fund (EIAMX) at 0.72%. This indicates that EAERX's price experiences larger fluctuations and is considered to be riskier than EIAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EAERX | EIAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 0.72% | +5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.90% | 1.64% | +8.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 2.70% | +15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 3.17% | +18.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.25% | 22.47% | -2.22% |