EGLIX vs. EMOIX
Compare and contrast key facts about Eagle MLP Strategy Fund (EGLIX) and Eaton Vance Municipal Opportunities Fund (EMOIX).
EGLIX is managed by Eagle MLP. It was launched on Sep 13, 2012. EMOIX is managed by Eaton Vance. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGLIX or EMOIX.
Correlation
The correlation between EGLIX and EMOIX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EGLIX vs. EMOIX - Performance Comparison
Key characteristics
EGLIX:
3.62
EMOIX:
0.60
EGLIX:
4.62
EMOIX:
0.83
EGLIX:
1.63
EMOIX:
1.12
EGLIX:
5.32
EMOIX:
0.31
EGLIX:
22.04
EMOIX:
2.25
EGLIX:
2.40%
EMOIX:
0.97%
EGLIX:
14.61%
EMOIX:
3.63%
EGLIX:
-78.88%
EMOIX:
-15.38%
EGLIX:
-0.81%
EMOIX:
-4.07%
Returns By Period
In the year-to-date period, EGLIX achieves a 6.23% return, which is significantly higher than EMOIX's -1.15% return. Over the past 10 years, EGLIX has outperformed EMOIX with an annualized return of 6.24%, while EMOIX has yielded a comparatively lower 2.05% annualized return.
EGLIX
6.23%
5.02%
22.46%
51.61%
21.30%
6.24%
EMOIX
-1.15%
-1.93%
0.03%
2.08%
0.58%
2.05%
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EGLIX vs. EMOIX - Expense Ratio Comparison
EGLIX has a 1.40% expense ratio, which is higher than EMOIX's 0.67% expense ratio.
Risk-Adjusted Performance
EGLIX vs. EMOIX — Risk-Adjusted Performance Rank
EGLIX
EMOIX
EGLIX vs. EMOIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eagle MLP Strategy Fund (EGLIX) and Eaton Vance Municipal Opportunities Fund (EMOIX). 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
EGLIX vs. EMOIX - Dividend Comparison
EGLIX's dividend yield for the trailing twelve months is around 4.12%, more than EMOIX's 3.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGLIX Eagle MLP Strategy Fund | 4.12% | 4.38% | 5.86% | 5.25% | 5.23% | 10.88% | 8.08% | 8.14% | 7.11% | 6.40% | 8.61% | 4.73% |
EMOIX Eaton Vance Municipal Opportunities Fund | 3.25% | 3.21% | 3.32% | 2.66% | 1.88% | 2.36% | 2.39% | 2.54% | 2.24% | 2.07% | 2.03% | 2.24% |
Drawdowns
EGLIX vs. EMOIX - Drawdown Comparison
The maximum EGLIX drawdown since its inception was -78.88%, which is greater than EMOIX's maximum drawdown of -15.38%. Use the drawdown chart below to compare losses from any high point for EGLIX and EMOIX. For additional features, visit the drawdowns tool.
Volatility
EGLIX vs. EMOIX - Volatility Comparison
Eagle MLP Strategy Fund (EGLIX) has a higher volatility of 5.82% compared to Eaton Vance Municipal Opportunities Fund (EMOIX) at 1.26%. This indicates that EGLIX's price experiences larger fluctuations and is considered to be riskier than EMOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.