ECSIX vs. EISMX
Compare and contrast key facts about Eaton Vance Short Duration Strategic Income Fund (ECSIX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
ECSIX is managed by Eaton Vance. It was launched on May 24, 1994. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
ECSIX vs. EISMX - Performance Comparison
Loading graphics...
ECSIX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ECSIX Eaton Vance Short Duration Strategic Income Fund | 0.27% | 10.19% | 5.71% | 7.31% | -3.31% | 0.69% | 6.60% | 5.76% | -3.37% | 4.04% |
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, ECSIX achieves a 0.27% return, which is significantly higher than EISMX's -6.70% return. Over the past 10 years, ECSIX has underperformed EISMX with an annualized return of 3.88%, while EISMX has yielded a comparatively higher 9.47% annualized return.
ECSIX
- 1D
- 0.19%
- 1M
- -2.24%
- YTD
- 0.27%
- 6M
- 2.84%
- 1Y
- 8.37%
- 3Y*
- 7.03%
- 5Y*
- 3.94%
- 10Y*
- 3.88%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ECSIX vs. EISMX - Expense Ratio Comparison
ECSIX has a 1.82% expense ratio, which is higher than EISMX's 0.88% expense ratio.
Return for Risk
ECSIX vs. EISMX — Risk / Return Rank
ECSIX
EISMX
ECSIX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Strategic Income Fund (ECSIX) 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.
| ECSIX | EISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | -0.38 | +3.18 |
Sortino ratioReturn per unit of downside risk | 4.07 | -0.44 | +4.52 |
Omega ratioGain probability vs. loss probability | 1.60 | 0.95 | +0.65 |
Calmar ratioReturn relative to maximum drawdown | 3.30 | -0.56 | +3.86 |
Martin ratioReturn relative to average drawdown | 13.69 | -1.28 | +14.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ECSIX | EISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | -0.38 | +3.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.23 | +1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.23 | 0.50 | +0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.46 | 0.52 | +0.94 |
Correlation
The correlation between ECSIX and EISMX is 0.23, 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
ECSIX vs. EISMX - Dividend Comparison
ECSIX's dividend yield for the trailing twelve months is around 6.33%, less than EISMX's 6.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECSIX Eaton Vance Short Duration Strategic Income Fund | 6.33% | 5.07% | 6.21% | 6.18% | 4.78% | 3.54% | 3.47% | 3.53% | 3.19% | 2.96% | 3.20% | 3.54% |
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
ECSIX vs. EISMX - Drawdown Comparison
The maximum ECSIX drawdown since its inception was -12.95%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for ECSIX and EISMX.
Loading graphics...
Drawdown Indicators
| ECSIX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.95% | -45.32% | +32.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -14.66% | +12.23% |
Max Drawdown (5Y)Largest decline over 5 years | -7.19% | -19.81% | +12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -12.53% | -39.95% | +27.42% |
Current DrawdownCurrent decline from peak | -2.24% | -17.06% | +14.82% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -5.77% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 6.38% | -5.79% |
Volatility
ECSIX vs. EISMX - Volatility Comparison
The current volatility for Eaton Vance Short Duration Strategic Income Fund (ECSIX) is 1.19%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 4.16%. This indicates that ECSIX 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.
Loading graphics...
Volatility by Period
| ECSIX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 4.16% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 11.11% | -9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.95% | 18.89% | -15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.15% | 17.07% | -13.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.17% | 18.82% | -15.65% |