EBABX vs. EISMX
EBABX (Eaton Vance Total Return Bond Fund Class A) and EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) are both mutual funds - EBABX is a Intermediate Core-Plus Bond fund actively managed by Eaton Vance, while EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance. Over the past 10 years, EBABX returned 2.98%/yr vs 9.86%/yr for EISMX. At a correlation of -0.07, they often move in opposite directions. EBABX charges 0.73%/yr vs 0.88%/yr for EISMX.
Performance
EBABX vs. EISMX - Performance Comparison
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Returns By Period
In the year-to-date period, EBABX achieves a 0.22% return, which is significantly lower than EISMX's 1.36% return. Over the past 10 years, EBABX has underperformed EISMX with an annualized return of 2.98%, while EISMX has yielded a comparatively higher 9.86% annualized return.
EBABX
- 1D
- 0.19%
- 1M
- -0.38%
- 6M
- 0.03%
- YTD
- 0.22%
- 1Y
- 5.04%
- 3Y*
- 5.56%
- 5Y*
- 0.81%
- 10Y*
- 2.98%
EISMX
- 1D
- 0.24%
- 1M
- 2.86%
- 6M
- -4.28%
- YTD
- 1.36%
- 1Y
- -3.49%
- 3Y*
- 6.26%
- 5Y*
- 4.72%
- 10Y*
- 9.86%
EBABX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EBABX Eaton Vance Total Return Bond Fund Class A | 0.22% | 8.87% | 4.21% | 5.30% | -13.08% | 2.76% | 5.62% | 10.54% | -1.09% | 7.44% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 1.36% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Correlation
The correlation between EBABX and EISMX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 2009 | -0.07 |
The correlation between EBABX and EISMX shifts across timeframes, from -0.07 (all time) to 0.35 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EBABX vs. EISMX — Risk / Return Rank
EBABX
EISMX
EBABX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond Fund Class A (EBABX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). 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.
| EBABX | EISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.98 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | -0.21 | +1.82 |
| Martin ratioReturn relative to average drawdown | 4.49 | -0.39 | +4.87 |
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Drawdowns
EBABX vs. EISMX - Drawdown Comparison
The maximum EBABX drawdown since its inception was -17.19%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for EBABX and EISMX.
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Drawdown Indicators
| EBABX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.19% | -45.32% | +28.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.27% | -14.66% | +11.39% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -19.39% | +13.71% |
Max Drawdown (5Y)Largest decline over 5 years | -17.19% | -19.81% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -17.19% | -39.95% | +22.76% |
Current DrawdownCurrent decline from peak | -1.66% | -9.90% | +8.24% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -5.85% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 8.05% | -6.88% |
Volatility
EBABX vs. EISMX - Volatility Comparison
The current volatility for Eaton Vance Total Return Bond Fund Class A (EBABX) is 1.02%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 4.40%. This indicates that EBABX experiences smaller price fluctuations and is considered to be less risky than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EBABX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 4.40% | -3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 11.59% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 15.70% | -11.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.33% | 17.15% | -11.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 18.82% | -14.15% |
EBABX vs. EISMX - Expense Ratio Comparison
EBABX has a 0.73% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Dividends
EBABX vs. EISMX - Dividend Comparison
EBABX's dividend yield for the trailing twelve months is around 4.89%, less than EISMX's 6.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBABX Eaton Vance Total Return Bond Fund Class A | 4.89% | 4.89% | 5.31% | 3.83% | 3.77% | 3.23% | 3.64% | 3.71% | 3.89% | 3.29% | 3.66% | 5.41% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.34% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
Frequently Asked Questions
EBABX and EISMX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (4.40%) compared to EBABX (1.02%). In terms of maximum drawdown, EBABX dropped -17.19% vs EISMX's -45.32%.
EBABX currently has the higher Sharpe Ratio (1.36 vs -0.20), 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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