ECHIX vs. EISMX
Compare and contrast key facts about Eaton Vance High Income Opportunities Fund (ECHIX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
ECHIX is managed by Eaton Vance. It was launched on Jun 8, 1994. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
ECHIX vs. EISMX - Performance Comparison
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ECHIX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ECHIX Eaton Vance High Income Opportunities Fund | -1.69% | 7.33% | 6.12% | 9.85% | -8.06% | 6.43% | 3.83% | 24.14% | -4.02% | 5.54% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | -6.70% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Returns By Period
In the year-to-date period, ECHIX achieves a -1.69% return, which is significantly higher than EISMX's -6.70% return. Over the past 10 years, ECHIX has underperformed EISMX with an annualized return of 5.48%, while EISMX has yielded a comparatively higher 9.47% annualized return.
ECHIX
- 1D
- 0.24%
- 1M
- -2.34%
- YTD
- -1.69%
- 6M
- -0.34%
- 1Y
- 5.08%
- 3Y*
- 5.86%
- 5Y*
- 3.55%
- 10Y*
- 5.48%
EISMX
- 1D
- 0.53%
- 1M
- -9.55%
- YTD
- -6.70%
- 6M
- -7.34%
- 1Y
- -7.69%
- 3Y*
- 5.35%
- 5Y*
- 3.91%
- 10Y*
- 9.47%
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ECHIX vs. EISMX - Expense Ratio Comparison
ECHIX has a 1.65% expense ratio, which is higher than EISMX's 0.88% expense ratio.
Return for Risk
ECHIX vs. EISMX — Risk / Return Rank
ECHIX
EISMX
ECHIX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance High Income Opportunities Fund (ECHIX) 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.
| ECHIX | EISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | -0.38 | +1.97 |
Sortino ratioReturn per unit of downside risk | 2.28 | -0.44 | +2.72 |
Omega ratioGain probability vs. loss probability | 1.39 | 0.95 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | -0.56 | +2.42 |
Martin ratioReturn relative to average drawdown | 8.49 | -1.28 | +9.77 |
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
| ECHIX | EISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | -0.38 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.23 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.50 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.52 | +0.28 |
Correlation
The correlation between ECHIX and EISMX is 0.35, 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.
Dividends
ECHIX vs. EISMX - Dividend Comparison
ECHIX's dividend yield for the trailing twelve months is around 5.05%, less than EISMX's 6.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECHIX Eaton Vance High Income Opportunities Fund | 5.05% | 5.37% | 4.96% | 4.11% | 4.71% | 4.18% | 4.61% | 13.45% | 4.91% | 4.51% | 4.76% | 5.51% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.89% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
Drawdowns
ECHIX vs. EISMX - Drawdown Comparison
The maximum ECHIX drawdown since its inception was -43.51%, roughly equal to the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for ECHIX and EISMX.
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Drawdown Indicators
| ECHIX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.51% | -45.32% | +1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -14.66% | +11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -12.47% | -19.81% | +7.34% |
Max Drawdown (10Y)Largest decline over 10 years | -22.88% | -39.95% | +17.07% |
Current DrawdownCurrent decline from peak | -2.34% | -17.06% | +14.72% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -5.77% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 6.38% | -5.75% |
Volatility
ECHIX vs. EISMX - Volatility Comparison
The current volatility for Eaton Vance High Income Opportunities Fund (ECHIX) is 1.35%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 4.16%. This indicates that ECHIX 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
| ECHIX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 4.16% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.15% | 11.11% | -8.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.54% | 18.89% | -15.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 17.07% | -12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.38% | 18.82% | -12.44% |