EIFVX vs. EISMX
EIFVX (Eaton Vance Focused Value Opportunities Fund) and EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) are both mutual funds - EIFVX is a Large Cap Value Equities fund managed by Eaton Vance, while EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance. Over the past 10 years, EIFVX returned 12.51%/yr vs 10.34%/yr for EISMX. Their correlation of 0.85 means they have usually moved in the same direction. EIFVX charges 0.74%/yr vs 0.88%/yr for EISMX.
Performance
EIFVX vs. EISMX - Performance Comparison
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Returns By Period
In the year-to-date period, EIFVX achieves a 19.73% return, which is significantly higher than EISMX's 5.24% return. Over the past 10 years, EIFVX has outperformed EISMX with an annualized return of 12.51%, while EISMX has yielded a comparatively lower 10.34% annualized return.
EIFVX
- 1D
- 0.81%
- 1M
- 2.09%
- 6M
- 14.83%
- YTD
- 19.73%
- 1Y
- 32.77%
- 3Y*
- 14.54%
- 5Y*
- 10.57%
- 10Y*
- 12.51%
- ALL TIME*
- 12.40%
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EIFVX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | 19.73% | 10.89% | 12.44% | 8.48% | -3.31% | 23.71% | 2.23% | 37.25% | -6.15% | 20.40% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Correlation
The correlation between EIFVX and EISMX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.85 |
Over the past year, the correlation between EIFVX and EISMX has dropped to 0.60 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
EIFVX vs. EISMX — Risk / Return Rank
EIFVX
EISMX
EIFVX vs. EISMX - 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 Atlanta Capital SMID-Cap Fund (EISMX). 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.
| EIFVX | EISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.56 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.00 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | -0.10 | +3.12 |
| Martin ratioReturn relative to average drawdown | 12.76 | -0.20 | +12.96 |
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Drawdowns
EIFVX vs. EISMX - Drawdown Comparison
The maximum EIFVX drawdown since its inception was -40.64%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for EIFVX and EISMX.
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Drawdown Indicators
| EIFVX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.64% | -45.32% | +4.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.93% | -12.69% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -17.87% | -19.39% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -19.81% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -39.95% | -0.69% |
Current DrawdownCurrent decline from peak | -0.44% | -6.45% | +6.01% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -5.86% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 6.40% | -4.05% |
Volatility
EIFVX vs. EISMX - Volatility Comparison
The current volatility for Eaton Vance Focused Value Opportunities Fund (EIFVX) is 2.68%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 5.63%. This indicates that EIFVX experiences smaller price fluctuations and is considered to be less risky than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIFVX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 5.63% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 12.13% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.10% | 16.19% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 17.21% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 18.87% | -0.86% |
EIFVX vs. EISMX - Expense Ratio Comparison
EIFVX has a 0.74% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Dividends
EIFVX vs. EISMX - Dividend Comparison
EIFVX's dividend yield for the trailing twelve months is around 4.66%, less than EISMX's 6.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | 4.66% | 5.58% | 6.99% | 2.92% | 4.13% | 9.92% | 3.05% | 7.05% | 17.26% | 3.57% | 2.86% | 4.17% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
Frequently Asked Questions
EIFVX and EISMX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to EIFVX (2.68%). In terms of maximum drawdown, EIFVX dropped -40.64% vs EISMX's -45.32%.
EIFVX currently has the higher Sharpe Ratio (2.48 vs -0.08), 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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