EAERX vs. VPCCX
EAERX (Eaton Vance Stock Fund) and VPCCX (Vanguard PRIMECAP Core Fund) are both Large Cap Blend Equities funds. Over the past 10 years, EAERX returned 15.71%/yr vs 16.13%/yr for VPCCX. Their correlation of 0.92 means they have usually moved in the same direction. EAERX charges 0.98%/yr vs 0.37%/yr for VPCCX.
Performance
EAERX vs. VPCCX - Performance Comparison
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Returns By Period
In the year-to-date period, EAERX achieves a 7.59% return, which is significantly lower than VPCCX's 25.49% return. Both investments have delivered pretty close results over the past 10 years, with EAERX having a 15.71% annualized return and VPCCX not far ahead at 16.13%.
EAERX
- 1D
- 1.38%
- 1M
- 2.48%
- 6M
- 7.98%
- YTD
- 7.59%
- 1Y
- 11.99%
- 3Y*
- 26.55%
- 5Y*
- 15.39%
- 10Y*
- 15.71%
- ALL TIME*
- 10.64%
VPCCX
- 1D
- 0.87%
- 1M
- -3.17%
- 6M
- 16.76%
- YTD
- 25.49%
- 1Y
- 49.13%
- 3Y*
- 25.81%
- 5Y*
- 15.54%
- 10Y*
- 16.13%
- ALL TIME*
- 12.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EAERX vs. VPCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 7.59% | 13.24% | 53.09% | 24.22% | -16.94% | 22.85% | 18.22% | 35.04% | -5.94% | 19.90% |
VPCCX Vanguard PRIMECAP Core Fund | 25.49% | 29.96% | 12.72% | 23.58% | -12.43% | 24.30% | 12.04% | 27.70% | -4.89% | 26.27% |
Correlation
The correlation between EAERX and VPCCX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2004 | 0.92 |
The correlation between EAERX and VPCCX shifts across timeframes, from 0.81 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EAERX vs. VPCCX — Risk / Return Rank
EAERX
VPCCX
EAERX vs. VPCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Stock Fund (EAERX) and Vanguard PRIMECAP Core Fund (VPCCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EAERX | VPCCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.47 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 4.91 | -3.61 |
| Martin ratioReturn relative to average drawdown | 5.35 | 17.12 | -11.76 |
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Drawdowns
EAERX vs. VPCCX - Drawdown Comparison
The maximum EAERX drawdown since its inception was -48.72%, roughly equal to the maximum VPCCX drawdown of -47.53%. Use the drawdown chart below to compare losses from any high point for EAERX and VPCCX.
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Drawdown Indicators
| EAERX | VPCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.72% | -47.53% | -1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -10.50% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -19.07% | -19.92% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -22.75% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -34.60% | +0.77% |
Current DrawdownCurrent decline from peak | 0.00% | -7.06% | +7.06% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -5.73% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.00% | -0.42% |
Volatility
EAERX vs. VPCCX - Volatility Comparison
The current volatility for Eaton Vance Stock Fund (EAERX) is 4.30%, while Vanguard PRIMECAP Core Fund (VPCCX) has a volatility of 6.03%. This indicates that EAERX experiences smaller price fluctuations and is considered to be less risky than VPCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAERX | VPCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 6.03% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 16.15% | -5.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.34% | 19.08% | -5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 18.15% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 18.94% | +1.36% |
EAERX vs. VPCCX - Expense Ratio Comparison
EAERX has a 0.98% expense ratio, which is higher than VPCCX's 0.37% expense ratio.
Dividends
EAERX vs. VPCCX - Dividend Comparison
EAERX's dividend yield for the trailing twelve months is around 8.32%, less than VPCCX's 13.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAERX Eaton Vance Stock Fund | 8.32% | 8.95% | 29.39% | 17.32% | 14.50% | 12.48% | 1.96% | 3.92% | 12.04% | 7.77% | 2.87% | 8.13% |
VPCCX Vanguard PRIMECAP Core Fund | 13.75% | 17.25% | 7.17% | 5.73% | 8.40% | 6.89% | 7.89% | 6.99% | 9.45% | 4.10% | 5.52% | 4.96% |
Frequently Asked Questions
EAERX and VPCCX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPCCX has higher volatility (6.03%) compared to EAERX (4.30%). In terms of maximum drawdown, EAERX dropped -48.72% vs VPCCX's -47.53%.
VPCCX currently has the higher Sharpe Ratio (2.71 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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