EEIAX vs. APFOX
Compare and contrast key facts about Eaton Vance Emerging Markets Local Income Fund (EEIAX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX).
EEIAX is managed by Eaton Vance. It was launched on Jun 26, 2007. APFOX is managed by Artisan Partners Funds. It was launched on Apr 6, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EEIAX or APFOX.
Correlation
The correlation between EEIAX and APFOX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EEIAX vs. APFOX - Performance Comparison
Key characteristics
EEIAX:
-0.07
APFOX:
2.59
EEIAX:
-0.05
APFOX:
3.74
EEIAX:
0.99
APFOX:
1.54
EEIAX:
-0.04
APFOX:
3.61
EEIAX:
-0.14
APFOX:
10.43
EEIAX:
3.50%
APFOX:
0.80%
EEIAX:
6.95%
APFOX:
3.21%
EEIAX:
-31.60%
APFOX:
-4.46%
EEIAX:
-9.26%
APFOX:
-1.06%
Returns By Period
In the year-to-date period, EEIAX achieves a -0.00% return, which is significantly lower than APFOX's 0.88% return.
EEIAX
-0.00%
-1.89%
-2.39%
-0.76%
-1.08%
1.94%
APFOX
0.88%
-0.10%
3.36%
8.00%
N/A
N/A
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EEIAX vs. APFOX - Expense Ratio Comparison
EEIAX has a 1.19% expense ratio, which is lower than APFOX's 1.25% expense ratio.
Risk-Adjusted Performance
EEIAX vs. APFOX — Risk-Adjusted Performance Rank
EEIAX
APFOX
EEIAX vs. APFOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Local Income Fund (EEIAX) and Artisan Emerging Markets Debt Opportunities Fund (APFOX). 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
EEIAX vs. APFOX - Dividend Comparison
EEIAX's dividend yield for the trailing twelve months is around 11.08%, more than APFOX's 6.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEIAX Eaton Vance Emerging Markets Local Income Fund | 11.08% | 11.08% | 11.30% | 13.42% | 11.22% | 9.83% | 13.02% | 10.49% | 8.68% | 10.85% | 11.72% | 9.23% |
APFOX Artisan Emerging Markets Debt Opportunities Fund | 6.64% | 6.70% | 8.03% | 4.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EEIAX vs. APFOX - Drawdown Comparison
The maximum EEIAX drawdown since its inception was -31.60%, which is greater than APFOX's maximum drawdown of -4.46%. Use the drawdown chart below to compare losses from any high point for EEIAX and APFOX. For additional features, visit the drawdowns tool.
Volatility
EEIAX vs. APFOX - Volatility Comparison
Eaton Vance Emerging Markets Local Income Fund (EEIAX) has a higher volatility of 1.80% compared to Artisan Emerging Markets Debt Opportunities Fund (APFOX) at 1.06%. This indicates that EEIAX's price experiences larger fluctuations and is considered to be riskier than APFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.