EAERX vs. EIMAX
Compare and contrast key facts about Eaton Vance Stock Fund (EAERX) and Eaton Vance Massachusetts Municipal Income Fund (EIMAX).
EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001. EIMAX is managed by Eaton Vance. It was launched on Jun 16, 1993.
Performance
EAERX vs. EIMAX - Performance Comparison
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EAERX vs. EIMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | -6.26% | 13.24% | 53.09% | 24.22% | -16.94% | 22.85% | 18.22% | 35.04% | -5.94% | 19.90% |
EIMAX Eaton Vance Massachusetts Municipal Income Fund | -0.44% | 3.76% | 1.37% | 5.06% | -9.61% | 0.57% | 4.60% | 7.01% | 0.65% | 4.67% |
Returns By Period
In the year-to-date period, EAERX achieves a -6.26% return, which is significantly lower than EIMAX's -0.44% return. Over the past 10 years, EAERX has outperformed EIMAX with an annualized return of 14.61%, while EIMAX has yielded a comparatively lower 1.49% annualized return.
EAERX
- 1D
- 3.01%
- 1M
- -5.22%
- YTD
- -6.26%
- 6M
- -4.79%
- 1Y
- 11.50%
- 3Y*
- 24.07%
- 5Y*
- 14.33%
- 10Y*
- 14.61%
EIMAX
- 1D
- 0.26%
- 1M
- -2.15%
- YTD
- -0.44%
- 6M
- 0.97%
- 1Y
- 3.47%
- 3Y*
- 2.36%
- 5Y*
- 0.17%
- 10Y*
- 1.49%
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EAERX vs. EIMAX - Expense Ratio Comparison
EAERX has a 0.98% expense ratio, which is higher than EIMAX's 0.48% expense ratio.
Return for Risk
EAERX vs. EIMAX — Risk / Return Rank
EAERX
EIMAX
EAERX vs. EIMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Stock Fund (EAERX) and Eaton Vance Massachusetts Municipal Income Fund (EIMAX). 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 | EIMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.68 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.06 | 0.96 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.85 | +0.20 |
Martin ratioReturn relative to average drawdown | 4.34 | 2.95 | +1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EAERX | EIMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.68 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.04 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.36 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between EAERX and EIMAX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
EAERX vs. EIMAX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 9.55%, more than EIMAX's 3.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 9.55% | 8.95% | 29.39% | 17.32% | 14.50% | 12.48% | 1.96% | 3.92% | 12.04% | 7.77% | 2.87% | 8.13% |
EIMAX Eaton Vance Massachusetts Municipal Income Fund | 3.65% | 4.52% | 4.15% | 2.39% | 2.62% | 2.01% | 2.58% | 3.46% | 3.27% | 3.41% | 3.65% | 3.70% |
Drawdowns
EAERX vs. EIMAX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -48.72%, which is greater than EIMAX's maximum drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for EAERX and EIMAX.
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Drawdown Indicators
| EAERX | EIMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.72% | -29.25% | -19.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -5.62% | -6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -14.67% | -8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -14.67% | -19.16% |
Current DrawdownCurrent decline from peak | -7.99% | -2.40% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -3.92% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 1.62% | +1.31% |
Volatility
EAERX vs. EIMAX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 5.66% compared to Eaton Vance Massachusetts Municipal Income Fund (EIMAX) at 1.09%. This indicates that EAERX's price experiences larger fluctuations and is considered to be riskier than EIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAERX | EIMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 1.09% | +4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 1.70% | +8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 5.75% | +12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 4.34% | +17.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 4.19% | +16.07% |