EIFGX vs. ETG
Compare and contrast key facts about Eaton Vance Focused Growth Opportunities Fund (EIFGX) and Eaton Vance Tax Advantaged Global Dividend Income Closed Fund (ETG).
EIFGX is managed by Eaton Vance. It was launched on Mar 7, 2011. ETG is an actively managed fund by Eaton Vance. It was launched on Jan 30, 2004.
Performance
EIFGX vs. ETG - Performance Comparison
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EIFGX vs. ETG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFGX Eaton Vance Focused Growth Opportunities Fund | -8.66% | 14.48% | 42.07% | 42.23% | -32.01% | 16.33% | 44.64% | 35.77% | 0.68% | 25.44% |
ETG Eaton Vance Tax Advantaged Global Dividend Income Closed Fund | -8.73% | 36.92% | 15.46% | 21.97% | -27.62% | 33.08% | 10.08% | 43.62% | -15.90% | 33.55% |
Returns By Period
The year-to-date returns for both stocks are quite close, with EIFGX having a -8.66% return and ETG slightly lower at -8.73%. Over the past 10 years, EIFGX has outperformed ETG with an annualized return of 16.00%, while ETG has yielded a comparatively lower 11.99% annualized return.
EIFGX
- 1D
- 3.72%
- 1M
- -5.35%
- YTD
- -8.66%
- 6M
- -7.59%
- 1Y
- 13.73%
- 3Y*
- 22.98%
- 5Y*
- 9.91%
- 10Y*
- 16.00%
ETG
- 1D
- 2.98%
- 1M
- -8.64%
- YTD
- -8.73%
- 6M
- 0.80%
- 1Y
- 22.64%
- 3Y*
- 17.32%
- 5Y*
- 10.00%
- 10Y*
- 11.99%
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EIFGX vs. ETG - Expense Ratio Comparison
EIFGX has a 0.76% expense ratio, which is lower than ETG's 2.57% expense ratio.
Return for Risk
EIFGX vs. ETG — Risk / Return Rank
EIFGX
ETG
EIFGX vs. ETG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) and Eaton Vance Tax Advantaged Global Dividend Income Closed Fund (ETG). 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.
| EIFGX | ETG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.13 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.73 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.35 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.60 | 5.79 | -2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EIFGX | ETG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.13 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.36 | +0.42 |
Correlation
The correlation between EIFGX and ETG is 0.69, 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.
Dividends
EIFGX vs. ETG - Dividend Comparison
EIFGX's dividend yield for the trailing twelve months is around 27.73%, more than ETG's 7.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFGX Eaton Vance Focused Growth Opportunities Fund | 27.73% | 25.32% | 10.78% | 2.74% | 32.69% | 16.44% | 8.74% | 9.36% | 10.11% | 0.29% | 0.00% | 1.25% |
ETG Eaton Vance Tax Advantaged Global Dividend Income Closed Fund | 7.49% | 6.72% | 8.03% | 7.02% | 9.94% | 6.02% | 6.74% | 6.83% | 9.08% | 7.69% | 8.74% | 7.93% |
Drawdowns
EIFGX vs. ETG - Drawdown Comparison
The maximum EIFGX drawdown since its inception was -36.93%, smaller than the maximum ETG drawdown of -74.76%. Use the drawdown chart below to compare losses from any high point for EIFGX and ETG.
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Drawdown Indicators
| EIFGX | ETG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -74.76% | +37.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -16.64% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -31.64% | -5.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.93% | -51.53% | +14.60% |
Current DrawdownCurrent decline from peak | -11.42% | -11.20% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -13.55% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 3.88% | +0.21% |
Volatility
EIFGX vs. ETG - Volatility Comparison
The current volatility for Eaton Vance Focused Growth Opportunities Fund (EIFGX) is 6.60%, while Eaton Vance Tax Advantaged Global Dividend Income Closed Fund (ETG) has a volatility of 7.67%. This indicates that EIFGX experiences smaller price fluctuations and is considered to be less risky than ETG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIFGX | ETG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 7.67% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 11.90% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.91% | 20.21% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.06% | 19.73% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.71% | 21.17% | +0.54% |