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.
Correlation
The correlation between EAERX and EVFTX is 0.84, 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
EAERX vs. EVFTX - Performance Comparison
Key characteristics
EAERX:
0.47
EVFTX:
1.64
EAERX:
0.66
EVFTX:
2.33
EAERX:
1.13
EVFTX:
1.31
EAERX:
0.35
EVFTX:
0.67
EAERX:
1.50
EVFTX:
7.67
EAERX:
5.98%
EVFTX:
1.15%
EAERX:
18.96%
EVFTX:
5.40%
EAERX:
-50.10%
EVFTX:
-25.38%
EAERX:
-17.77%
EVFTX:
-5.42%
Returns By Period
In the year-to-date period, EAERX achieves a 3.80% return, which is significantly higher than EVFTX's 2.27% return.
EAERX
3.80%
1.30%
-4.75%
9.74%
2.25%
3.50%
EVFTX
2.27%
0.75%
2.68%
8.94%
1.74%
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.
Dividends
EAERX vs. EVFTX - Dividend Comparison
EAERX has not paid dividends to shareholders, while EVFTX's dividend yield for the trailing twelve months is around 1.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 0.00% | 0.00% | 0.23% | 0.67% | 0.40% | 0.19% | 0.50% | 0.99% | 0.96% | 0.89% | 0.71% | 0.47% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 1.61% | 1.65% | 2.84% | 1.66% | 2.12% | 0.71% | 1.14% | 0.85% | 2.89% | 0.46% | 0.00% | 0.00% |
Drawdowns
EAERX vs. EVFTX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -50.10%, 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. For additional features, visit the drawdowns tool.
Volatility
EAERX vs. EVFTX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 3.72% compared to E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) at 1.47%. 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.