EILGX vs. CHASX

Last updated Apr 1, 2026

Compare and contrast key facts about Eaton Vance-Atlanta Capital Focused Growth (EILGX) and Chase Growth Fund (CHASX).

EILGX is managed by Eaton Vance. It was launched on Apr 30, 2002. CHASX is managed by Chase. It was launched on Dec 2, 1997.

Performance

EILGX vs. CHASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance-Atlanta Capital Focused Growth (EILGX) and Chase Growth Fund (CHASX). The values are adjusted to include any dividend payments, if applicable.

EILGX vs. CHASX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EILGX Eaton Vance-Atlanta Capital Focused Growth	-11.94%	10.85%	10.63%	25.66%	-20.27%	30.41%	27.18%	38.37%	8.31%	27.41%
CHASX Chase Growth Fund	-4.37%	20.61%	64.71%	25.91%	-20.41%	22.32%	18.27%	42.63%	-3.96%	24.49%

Returns By Period

In the year-to-date period, EILGX achieves a -11.94% return, which is significantly lower than CHASX's -4.37% return. Over the past 10 years, EILGX has underperformed CHASX with an annualized return of 13.40%, while CHASX has yielded a comparatively higher 17.02% annualized return.

EILGX

• 1D: 1.19%
• 1M: -7.91%
• YTD: -11.94%
• 6M: -9.95%
• 1Y: -2.44%
• 3Y*: 8.30%
• 5Y*: 6.64%
• 10Y*: 13.40%

CHASX

• 1D: -1.76%
• 1M: -9.19%
• YTD: -4.37%
• 6M: 1.00%
• 1Y: 26.50%
• 3Y*: 30.32%
• 5Y*: 17.51%
• 10Y*: 17.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EILGX vs. CHASX - Expense Ratio Comparison

EILGX has a 0.78% expense ratio, which is lower than CHASX's 1.14% expense ratio.

CHASX

Chase Growth Fund

EILGX

Eaton Vance-Atlanta Capital Focused Growth

Return for Risk

EILGX vs. CHASX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EILGX

EILGX Risk / Return Rank: 4
EILGX Sharpe Ratio Rank: 4
EILGX Sortino Ratio Rank: 4
EILGX Omega Ratio Rank: 4
EILGX Calmar Ratio Rank: 3
EILGX Martin Ratio Rank: 3

CHASX

CHASX Risk / Return Rank: 78
CHASX Sharpe Ratio Rank: 76
CHASX Sortino Ratio Rank: 75
CHASX Omega Ratio Rank: 72
CHASX Calmar Ratio Rank: 84
CHASX Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EILGX vs. CHASX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance-Atlanta Capital Focused Growth (EILGX) and Chase Growth Fund (CHASX). 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.

	EILGX	CHASX	Difference
Sharpe ratio Return per unit of total volatility	-0.11	1.34	-1.44
Sortino ratio Return per unit of downside risk	-0.04	1.85	-1.89
Omega ratio Gain probability vs. loss probability	1.00	1.27	-0.27
Calmar ratio Return relative to maximum drawdown	-0.25	2.07	-2.32
Martin ratio Return relative to average drawdown	-0.85	8.70	-9.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EILGX vs. CHASX - Sharpe Ratio Comparison

The current EILGX Sharpe Ratio is -0.11, which is lower than the CHASX Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of EILGX and CHASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EILGX	CHASX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.11	1.34	-1.44
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	0.88	-0.48
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	0.87	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.58	-0.13

Correlation

The correlation between EILGX and CHASX is 0.87, 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

EILGX vs. CHASX - Dividend Comparison

EILGX's dividend yield for the trailing twelve months is around 17.48%, more than CHASX's 9.54% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EILGX Eaton Vance-Atlanta Capital Focused Growth	17.48%	15.39%	4.34%	0.57%	0.32%	2.18%	0.62%	0.17%	19.72%	54.05%	17.75%	23.15%
CHASX Chase Growth Fund	9.54%	9.12%	36.67%	5.80%	5.49%	20.15%	7.83%	22.82%	12.92%	11.92%	9.14%	10.24%

Drawdowns

EILGX vs. CHASX - Drawdown Comparison

The maximum EILGX drawdown since its inception was -51.01%, which is greater than CHASX's maximum drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for EILGX and CHASX.

Drawdown Indicators

	EILGX	CHASX	Difference
Max Drawdown Largest peak-to-trough decline	-51.01%	-45.94%	-5.07%
Max Drawdown (1Y) Largest decline over 1 year	-14.90%	-12.13%	-2.77%
Max Drawdown (5Y) Largest decline over 5 years	-27.35%	-24.63%	-2.72%
Max Drawdown (10Y) Largest decline over 10 years	-30.85%	-30.40%	-0.45%
Current Drawdown Current decline from peak	-13.88%	-9.90%	-3.98%
Average Drawdown Average peak-to-trough decline	-7.09%	-9.20%	+2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.30%	2.89%	+1.41%

Volatility

EILGX vs. CHASX - Volatility Comparison

The current volatility for Eaton Vance-Atlanta Capital Focused Growth (EILGX) is 4.23%, while Chase Growth Fund (CHASX) has a volatility of 6.35%. This indicates that EILGX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EILGX	CHASX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.23%	6.35%	-2.12%
Volatility (6M) Calculated over the trailing 6-month period	8.89%	13.49%	-4.60%
Volatility (1Y) Calculated over the trailing 1-year period	16.01%	20.68%	-4.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.69%	20.01%	-3.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.87%	19.73%	-1.86%