Correlation
The correlation between EELDX and EMBUX is 0.36, 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.
EELDX vs. EMBUX
Compare and contrast key facts about Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) and VanEck Emerging Markets Bond Fund (EMBUX).
EELDX is managed by Eaton Vance. It was launched on Feb 3, 2013. EMBUX is managed by VanEck. It was launched on Jul 8, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EELDX or EMBUX.
Performance
EELDX vs. EMBUX - Performance Comparison
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Key characteristics
EELDX:
3.20
EMBUX:
1.92
EELDX:
4.44
EMBUX:
2.57
EELDX:
1.71
EMBUX:
1.32
EELDX:
3.21
EMBUX:
1.60
EELDX:
15.69
EMBUX:
4.05
EELDX:
0.67%
EMBUX:
2.24%
EELDX:
3.44%
EMBUX:
5.19%
EELDX:
-19.12%
EMBUX:
-25.11%
EELDX:
-0.74%
EMBUX:
-0.19%
Returns By Period
In the year-to-date period, EELDX achieves a 4.55% return, which is significantly lower than EMBUX's 6.54% return. Over the past 10 years, EELDX has outperformed EMBUX with an annualized return of 6.21%, while EMBUX has yielded a comparatively lower 2.98% annualized return.
EELDX
4.55%
1.77%
5.56%
10.92%
11.07%
7.74%
6.21%
EMBUX
6.54%
1.82%
4.81%
9.91%
7.28%
5.73%
2.98%
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EELDX vs. EMBUX - Expense Ratio Comparison
EELDX has a 0.78% expense ratio, which is lower than EMBUX's 0.95% expense ratio.
Risk-Adjusted Performance
EELDX vs. EMBUX — Risk-Adjusted Performance Rank
EELDX
EMBUX
EELDX vs. EMBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) and VanEck Emerging Markets Bond Fund (EMBUX). 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.
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Dividends
EELDX vs. EMBUX - Dividend Comparison
EELDX's dividend yield for the trailing twelve months is around 7.73%, less than EMBUX's 8.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 7.73% | 8.57% | 9.02% | 9.17% | 7.87% | 7.71% | 7.32% | 8.16% | 7.90% | 4.12% | 1.65% | 3.98% |
EMBUX VanEck Emerging Markets Bond Fund | 8.33% | 8.22% | 6.89% | 8.21% | 5.51% | 6.57% | 7.89% | 7.25% | 7.66% | 3.94% | 6.84% | 6.61% |
Drawdowns
EELDX vs. EMBUX - Drawdown Comparison
The maximum EELDX drawdown since its inception was -19.12%, smaller than the maximum EMBUX drawdown of -25.11%. Use the drawdown chart below to compare losses from any high point for EELDX and EMBUX.
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Volatility
EELDX vs. EMBUX - Volatility Comparison
Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) has a higher volatility of 1.40% compared to VanEck Emerging Markets Bond Fund (EMBUX) at 0.88%. This indicates that EELDX's price experiences larger fluctuations and is considered to be riskier than EMBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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