Correlation
The correlation between EAERX and EVFTX is 0.87, 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.
EAERX vs. EVFTX
Compare and contrast key facts about Eaton Vance Stock Fund (EAERX) and E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX).
EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001. EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAERX or EVFTX.
Performance
EAERX vs. EVFTX - Performance Comparison
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Key characteristics
EAERX:
0.75
EVFTX:
0.88
EAERX:
1.06
EVFTX:
1.22
EAERX:
1.15
EVFTX:
1.17
EAERX:
0.73
EVFTX:
0.51
EAERX:
2.76
EVFTX:
3.33
EAERX:
5.06%
EVFTX:
2.04%
EAERX:
20.63%
EVFTX:
8.19%
EAERX:
-48.72%
EVFTX:
-25.38%
EAERX:
-3.23%
EVFTX:
-4.72%
Returns By Period
In the year-to-date period, EAERX achieves a 1.00% return, which is significantly lower than EVFTX's 3.03% return.
EAERX
1.00%
5.72%
-0.93%
14.57%
16.13%
15.52%
12.20%
EVFTX
3.03%
2.84%
0.40%
6.78%
4.91%
3.36%
N/A
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EAERX vs. EVFTX - Expense Ratio Comparison
EAERX has a 0.98% expense ratio, which is lower than EVFTX's 1.19% expense ratio.
Risk-Adjusted Performance
EAERX vs. EVFTX — Risk-Adjusted Performance Rank
EAERX
EVFTX
EAERX vs. EVFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Stock Fund (EAERX) and E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX). 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. EVFTX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 14.55%, more than EVFTX's 1.60% 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% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 1.60% | 1.65% | 2.84% | 1.66% | 12.53% | 0.71% | 1.14% | 6.86% | 6.80% | 0.75% | 0.00% | 0.00% |
Drawdowns
EAERX vs. EVFTX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -48.72%, which is greater than EVFTX's maximum drawdown of -25.38%. Use the drawdown chart below to compare losses from any high point for EAERX and EVFTX.
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Volatility
EAERX vs. EVFTX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 4.71% compared to E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) at 2.17%. This indicates that EAERX's price experiences larger fluctuations and is considered to be riskier than EVFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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