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.
Performance
EAERX vs. EVFTX - Performance Comparison
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EAERX vs. EVFTX - 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% | 19.06% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | -0.53% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
Returns By Period
In the year-to-date period, EAERX achieves a -6.26% return, which is significantly lower than EVFTX's -0.53% 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%
EVFTX
- 1D
- 1.81%
- 1M
- -3.84%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 12.02%
- 3Y*
- 7.94%
- 5Y*
- 3.54%
- 10Y*
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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.
Return for Risk
EAERX vs. EVFTX — Risk / Return Rank
EAERX
EVFTX
EAERX vs. EVFTX - Risk-Adjusted Trends 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.
| EAERX | EVFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.36 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.96 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.98 | -0.93 |
Martin ratioReturn relative to average drawdown | 4.34 | 8.25 | -3.90 |
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 | EVFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.36 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.48 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.59 | -0.07 |
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.
Dividends
EAERX vs. EVFTX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 9.55%, more than EVFTX's 4.62% 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% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 4.62% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 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 -24.47%. Use the drawdown chart below to compare losses from any high point for EAERX and EVFTX.
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Drawdown Indicators
| EAERX | EVFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.72% | -24.47% | -24.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -6.34% | -5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -16.06% | -6.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | — | — |
Current DrawdownCurrent decline from peak | -7.99% | -4.24% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -4.16% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 1.52% | +1.41% |
Volatility
EAERX vs. EVFTX - Volatility Comparison
Eaton Vance Stock Fund (EAERX) has a higher volatility of 5.66% compared to E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) at 3.99%. 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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Volatility by Period
| EAERX | EVFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 3.99% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 6.04% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 9.16% | +9.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 7.42% | +14.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 8.81% | +11.45% |