Correlation
The correlation between EIFVX and E is 0.53, 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.
EIFVX vs. E
Compare and contrast key facts about Eaton Vance Focused Value Opportunities Fund (EIFVX) and Eni S.p.A. (E).
EIFVX is managed by Eaton Vance. It was launched on Mar 7, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIFVX or E.
Performance
EIFVX vs. E - Performance Comparison
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Key characteristics
EIFVX:
-0.17
E:
0.08
EIFVX:
-0.17
E:
0.17
EIFVX:
0.98
E:
1.02
EIFVX:
-0.17
E:
0.01
EIFVX:
-0.43
E:
0.03
EIFVX:
8.61%
E:
7.72%
EIFVX:
17.60%
E:
22.96%
EIFVX:
-40.64%
E:
-66.24%
EIFVX:
-12.39%
E:
-4.55%
Returns By Period
In the year-to-date period, EIFVX achieves a -1.11% return, which is significantly lower than E's 11.91% return. Over the past 10 years, EIFVX has outperformed E with an annualized return of 4.56%, while E has yielded a comparatively lower 4.14% annualized return.
EIFVX
-1.11%
4.47%
-12.39%
-4.11%
2.15%
7.26%
4.56%
E
11.91%
4.76%
8.66%
0.62%
6.14%
17.39%
4.14%
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Risk-Adjusted Performance
EIFVX vs. E — Risk-Adjusted Performance Rank
EIFVX
E
EIFVX vs. E - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Value Opportunities Fund (EIFVX) 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.
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Dividends
EIFVX vs. E - Dividend Comparison
EIFVX's dividend yield for the trailing twelve months is around 7.07%, less than E's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | 7.07% | 6.99% | 2.92% | 4.13% | 9.92% | 3.05% | 3.84% | 17.62% | 3.57% | 1.47% | 4.17% | 6.89% |
E Eni S.p.A. | 7.28% | 7.69% | 5.74% | 6.39% | 5.79% | 5.91% | 6.11% | 5.15% | 5.38% | 5.57% | 7.15% | 8.58% |
Drawdowns
EIFVX vs. E - Drawdown Comparison
The maximum EIFVX drawdown since its inception was -40.64%, smaller than the maximum E drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for EIFVX and E.
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Volatility
EIFVX vs. E - Volatility Comparison
The current volatility for Eaton Vance Focused Value Opportunities Fund (EIFVX) is 4.82%, while Eni S.p.A. (E) has a volatility of 5.44%. This indicates that EIFVX 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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