EIFGX vs. E
EIFGX (Eaton Vance Focused Growth Opportunities Fund) is Large Cap Growth Equities fund managed by Eaton Vance, while E (Eni S.p.A.) is a stock. Over the past 10 years, EIFGX returned 16.34%/yr vs 12.97%/yr for E. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
EIFGX vs. E - Performance Comparison
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Returns By Period
In the year-to-date period, EIFGX achieves a 1.12% return, which is significantly lower than E's 49.82% return. Over the past 10 years, EIFGX has outperformed E with an annualized return of 16.34%, while E has yielded a comparatively lower 12.97% annualized return.
EIFGX
- 1D
- 2.66%
- 1M
- -1.46%
- 6M
- 1.78%
- YTD
- 1.12%
- 1Y
- 7.43%
- 3Y*
- 20.47%
- 5Y*
- 10.43%
- 10Y*
- 16.34%
- ALL TIME*
- 16.15%
E
- 1D
- 0.00%
- 1M
- 18.54%
- 6M
- 38.91%
- YTD
- 49.82%
- 1Y
- 72.88%
- 3Y*
- 30.16%
- 5Y*
- 26.94%
- 10Y*
- 12.97%
- ALL TIME*
- 9.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.39M | $21.06M | $21.85M | |
| $0.00 | $0.00 | $0.00 |
EIFGX vs. E - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFGX Eaton Vance Focused Growth Opportunities Fund | 1.12% | 14.48% | 42.07% | 42.23% | -32.01% | 16.33% | 44.64% | 35.77% | 0.68% | 25.44% |
E Eni S.p.A. | 49.82% | 48.40% | -13.95% | 26.73% | 10.92% | 43.12% | -28.73% | 4.29% | -0.98% | 7.27% |
Correlation
The correlation between EIFGX and E is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.35 |
The correlation between EIFGX and E shifts across timeframes, from -0.06 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EIFGX vs. E — Risk / Return Rank
EIFGX
E
EIFGX vs. E - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) and Eni S.p.A. (E). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIFGX | E | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.93 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.46 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 3.64 | -3.28 |
| Martin ratioReturn relative to average drawdown | 1.15 | 12.58 | -11.42 |
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Drawdowns
EIFGX vs. E - Drawdown Comparison
The maximum EIFGX drawdown since its inception was -36.93%, smaller than the maximum E drawdown of -70.53%. Use the drawdown chart below to compare losses from any high point for EIFGX and E.
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Drawdown Indicators
| EIFGX | E | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -70.53% | +33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -20.00% | +5.40% |
Max Drawdown (3Y)Largest decline over 3 years | -21.85% | -20.13% | -1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -33.71% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -36.93% | -61.59% | +24.66% |
Current DrawdownCurrent decline from peak | -7.89% | -2.47% | -5.42% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -23.02% | +17.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 5.79% | -1.16% |
Volatility
EIFGX vs. E - Volatility Comparison
The current volatility for Eaton Vance Focused Growth Opportunities Fund (EIFGX) is 5.90%, while Eni S.p.A. (E) has a volatility of 10.66%. This indicates that EIFGX experiences smaller price fluctuations and is considered to be less risky than E based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIFGX | E | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 10.66% | -4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 21.89% | -8.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.74% | 25.66% | -8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 25.37% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 28.17% | -6.36% |
Dividends
EIFGX vs. E - Dividend Comparison
EIFGX's dividend yield for the trailing twelve months is around 25.04%, more than E's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
E Eni S.p.A. | 4.34% | 5.88% | 7.69% | 5.74% | 6.38% | 5.79% | 5.91% | 6.11% | 5.15% | 3.96% | 3.98% | 5.14% |
EIFGX Eaton Vance Focused Growth Opportunities Fund | 25.04% | 25.32% | 10.78% | 2.74% | 32.69% | 16.44% | 8.74% | 9.36% | 10.11% | 0.29% | 0.00% | 1.25% |
Frequently Asked Questions
EIFGX and E have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
E has higher volatility (10.66%) compared to EIFGX (5.90%). In terms of maximum drawdown, EIFGX dropped -36.93% vs E's -70.53%.
E currently has the higher Sharpe Ratio (2.84 vs 0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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