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EICOX vs. FPADX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EICOX vs. FPADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Emerging and Frontier Countries Equity Fund (EICOX) and Fidelity Emerging Markets Index Fund (FPADX). The values are adjusted to include any dividend payments, if applicable.

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EICOX vs. FPADX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EICOX
Eaton Vance Emerging and Frontier Countries Equity Fund
0.16%33.22%11.99%25.78%-14.59%13.43%13.46%12.59%-14.57%31.41%
FPADX
Fidelity Emerging Markets Index Fund
0.22%33.90%6.80%9.51%-20.06%-3.07%17.84%18.28%-14.65%35.16%

Returns By Period

In the year-to-date period, EICOX achieves a 0.16% return, which is significantly lower than FPADX's 0.22% return. Over the past 10 years, EICOX has outperformed FPADX with an annualized return of 11.08%, while FPADX has yielded a comparatively lower 7.51% annualized return.


EICOX

1D
-0.60%
1M
-12.87%
YTD
0.16%
6M
6.66%
1Y
28.05%
3Y*
20.33%
5Y*
12.21%
10Y*
11.08%

FPADX

1D
-0.87%
1M
-12.34%
YTD
0.22%
6M
4.75%
1Y
29.14%
3Y*
14.61%
5Y*
3.41%
10Y*
7.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EICOX vs. FPADX - Expense Ratio Comparison

EICOX has a 1.31% expense ratio, which is higher than FPADX's 0.08% expense ratio.


Return for Risk

EICOX vs. FPADX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EICOX
EICOX Risk / Return Rank: 7878
Overall Rank
EICOX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EICOX Sortino Ratio Rank: 7979
Sortino Ratio Rank
EICOX Omega Ratio Rank: 8282
Omega Ratio Rank
EICOX Calmar Ratio Rank: 7676
Calmar Ratio Rank
EICOX Martin Ratio Rank: 7070
Martin Ratio Rank

FPADX
FPADX Risk / Return Rank: 8383
Overall Rank
FPADX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FPADX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FPADX Omega Ratio Rank: 8282
Omega Ratio Rank
FPADX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FPADX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EICOX vs. FPADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Emerging and Frontier Countries Equity Fund (EICOX) and Fidelity Emerging Markets Index Fund (FPADX). 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.


EICOXFPADXDifference

Sharpe ratio

Return per unit of total volatility

1.60

1.64

-0.04

Sortino ratio

Return per unit of downside risk

1.98

2.18

-0.20

Omega ratio

Gain probability vs. loss probability

1.33

1.32

+0.01

Calmar ratio

Return relative to maximum drawdown

1.77

1.98

-0.21

Martin ratio

Return relative to average drawdown

6.64

8.08

-1.44

EICOX vs. FPADX - Sharpe Ratio Comparison

The current EICOX Sharpe Ratio is 1.60, which is comparable to the FPADX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of EICOX and FPADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EICOXFPADXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

1.64

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.21

+0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.43

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.27

+0.36

Correlation

The correlation between EICOX and FPADX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EICOX vs. FPADX - Dividend Comparison

EICOX's dividend yield for the trailing twelve months is around 3.68%, more than FPADX's 2.35% yield.


TTM20252024202320222021202020192018201720162015
EICOX
Eaton Vance Emerging and Frontier Countries Equity Fund
3.68%3.68%2.02%1.95%5.72%2.71%0.10%2.00%2.95%0.00%0.59%2.35%
FPADX
Fidelity Emerging Markets Index Fund
2.35%2.35%2.70%2.68%2.47%2.14%1.50%2.59%2.20%0.12%1.69%2.47%

Drawdowns

EICOX vs. FPADX - Drawdown Comparison

The maximum EICOX drawdown since its inception was -38.75%, roughly equal to the maximum FPADX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for EICOX and FPADX.


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Drawdown Indicators


EICOXFPADXDifference

Max Drawdown

Largest peak-to-trough decline

-38.75%

-39.16%

+0.41%

Max Drawdown (1Y)

Largest decline over 1 year

-13.40%

-13.28%

-0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-22.46%

-37.04%

+14.58%

Max Drawdown (10Y)

Largest decline over 10 years

-38.75%

-39.16%

+0.41%

Current Drawdown

Current decline from peak

-13.40%

-13.28%

-0.12%

Average Drawdown

Average peak-to-trough decline

-8.79%

-13.39%

+4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

3.26%

+0.31%

Volatility

EICOX vs. FPADX - Volatility Comparison

The current volatility for Eaton Vance Emerging and Frontier Countries Equity Fund (EICOX) is 8.03%, while Fidelity Emerging Markets Index Fund (FPADX) has a volatility of 8.84%. This indicates that EICOX experiences smaller price fluctuations and is considered to be less risky than FPADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EICOXFPADXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.03%

8.84%

-0.81%

Volatility (6M)

Calculated over the trailing 6-month period

11.48%

13.29%

-1.81%

Volatility (1Y)

Calculated over the trailing 1-year period

16.00%

17.59%

-1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.10%

16.64%

-3.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.29%

17.60%

-4.31%