EIFVX vs. EHSTX
Compare and contrast key facts about Eaton Vance Focused Value Opportunities Fund (EIFVX) and Eaton Vance Large-Cap Value Fund (EHSTX).
EIFVX is managed by Eaton Vance. It was launched on Mar 7, 2011. EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931.
Performance
EIFVX vs. EHSTX - Performance Comparison
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EIFVX vs. EHSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | -0.14% | 10.89% | 12.44% | 8.48% | -3.31% | 23.71% | 2.23% | 37.25% | -6.15% | 20.40% |
EHSTX Eaton Vance Large-Cap Value Fund | 0.60% | 12.11% | 11.25% | 7.93% | -2.80% | 24.25% | 2.29% | 30.84% | -6.96% | 14.79% |
Returns By Period
In the year-to-date period, EIFVX achieves a -0.14% return, which is significantly lower than EHSTX's 0.60% return. Over the past 10 years, EIFVX has outperformed EHSTX with an annualized return of 10.83%, while EHSTX has yielded a comparatively lower 9.84% annualized return.
EIFVX
- 1D
- 2.36%
- 1M
- -6.73%
- YTD
- -0.14%
- 6M
- 4.32%
- 1Y
- 11.52%
- 3Y*
- 11.63%
- 5Y*
- 7.47%
- 10Y*
- 10.83%
EHSTX
- 1D
- 2.17%
- 1M
- -5.87%
- YTD
- 0.60%
- 6M
- 4.82%
- 1Y
- 11.62%
- 3Y*
- 11.11%
- 5Y*
- 7.91%
- 10Y*
- 9.84%
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EIFVX vs. EHSTX - Expense Ratio Comparison
EIFVX has a 0.74% expense ratio, which is lower than EHSTX's 1.01% expense ratio.
Return for Risk
EIFVX vs. EHSTX — Risk / Return Rank
EIFVX
EHSTX
EIFVX vs. EHSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Value Opportunities Fund (EIFVX) and Eaton Vance Large-Cap Value Fund (EHSTX). 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.
| EIFVX | EHSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.73 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.11 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.06 | +0.01 |
Martin ratioReturn relative to average drawdown | 4.05 | 4.39 | -0.34 |
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
| EIFVX | EHSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.73 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.57 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.51 | +0.15 |
Correlation
The correlation between EIFVX and EHSTX is 0.98, 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
EIFVX vs. EHSTX - Dividend Comparison
EIFVX's dividend yield for the trailing twelve months is around 5.59%, less than EHSTX's 6.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | 5.59% | 5.58% | 6.99% | 2.92% | 4.13% | 9.92% | 3.05% | 7.05% | 17.26% | 3.57% | 2.86% | 4.17% |
EHSTX Eaton Vance Large-Cap Value Fund | 6.05% | 6.12% | 4.03% | 2.93% | 4.25% | 7.32% | 1.94% | 2.76% | 10.94% | 5.88% | 1.33% | 11.02% |
Drawdowns
EIFVX vs. EHSTX - Drawdown Comparison
The maximum EIFVX drawdown since its inception was -40.64%, smaller than the maximum EHSTX drawdown of -53.47%. Use the drawdown chart below to compare losses from any high point for EIFVX and EHSTX.
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Drawdown Indicators
| EIFVX | EHSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.64% | -53.47% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -11.79% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -16.44% | -1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -39.30% | -1.34% |
Current DrawdownCurrent decline from peak | -7.80% | -6.30% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -7.43% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.86% | +0.21% |
Volatility
EIFVX vs. EHSTX - Volatility Comparison
Eaton Vance Focused Value Opportunities Fund (EIFVX) and Eaton Vance Large-Cap Value Fund (EHSTX) have volatilities of 4.79% and 4.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIFVX | EHSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 4.62% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.60% | 8.60% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 15.80% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 14.71% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 17.27% | +0.75% |