EAIIX vs. EAERX
Compare and contrast key facts about Eaton Vance Global Bond Fund (EAIIX) and Eaton Vance Stock Fund (EAERX).
EAIIX is managed by Eaton Vance. It was launched on Jun 26, 2007. EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAIIX or EAERX.
Correlation
The correlation between EAIIX and EAERX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EAIIX vs. EAERX - Performance Comparison
Key characteristics
EAIIX:
0.13
EAERX:
0.43
EAIIX:
0.24
EAERX:
0.60
EAIIX:
1.03
EAERX:
1.11
EAIIX:
0.06
EAERX:
0.31
EAIIX:
0.25
EAERX:
1.42
EAIIX:
3.70%
EAERX:
5.73%
EAIIX:
7.09%
EAERX:
19.03%
EAIIX:
-25.33%
EAERX:
-50.10%
EAIIX:
-11.67%
EAERX:
-18.23%
Returns By Period
In the year-to-date period, EAIIX achieves a 0.72% return, which is significantly lower than EAERX's 3.23% return. Over the past 10 years, EAIIX has underperformed EAERX with an annualized return of 0.87%, while EAERX has yielded a comparatively higher 3.52% annualized return.
EAIIX
0.72%
2.80%
-3.18%
2.16%
-0.45%
0.87%
EAERX
3.23%
4.12%
-3.38%
9.75%
1.86%
3.52%
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EAIIX vs. EAERX - Expense Ratio Comparison
EAIIX has a 1.02% expense ratio, which is higher than EAERX's 0.98% expense ratio.
Risk-Adjusted Performance
EAIIX vs. EAERX — Risk-Adjusted Performance Rank
EAIIX
EAERX
EAIIX vs. EAERX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Global Bond Fund (EAIIX) and Eaton Vance Stock Fund (EAERX). 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
EAIIX vs. EAERX - Dividend Comparison
EAIIX's dividend yield for the trailing twelve months is around 4.85%, while EAERX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAIIX Eaton Vance Global Bond Fund | 4.85% | 4.87% | 4.43% | 4.50% | 5.38% | 6.16% | 5.71% | 4.71% | 4.45% | 5.55% | 5.75% | 5.22% |
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% |
Drawdowns
EAIIX vs. EAERX - Drawdown Comparison
The maximum EAIIX drawdown since its inception was -25.33%, smaller than the maximum EAERX drawdown of -50.10%. Use the drawdown chart below to compare losses from any high point for EAIIX and EAERX. For additional features, visit the drawdowns tool.
Volatility
EAIIX vs. EAERX - Volatility Comparison
The current volatility for Eaton Vance Global Bond Fund (EAIIX) is 1.93%, while Eaton Vance Stock Fund (EAERX) has a volatility of 4.05%. This indicates that EAIIX experiences smaller price fluctuations and is considered to be less risky than EAERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.