EILGX vs. MRFOX

Last updated Jul 18, 2026

EILGX (Eaton Vance-Atlanta Capital Focused Growth) and MRFOX (Marshfield Concentrated Opportunity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, EILGX returned 14.03%/yr vs 16.02%/yr for MRFOX. A 0.77 correlation means they provide meaningful diversification when combined. EILGX charges 0.78%/yr vs 1.05%/yr for MRFOX.

Performance

EILGX vs. MRFOX - Performance Comparison

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

Returns By Period

In the year-to-date period, EILGX achieves a -4.90% return, which is significantly lower than MRFOX's 4.96% return. Over the past 10 years, EILGX has underperformed MRFOX with an annualized return of 14.03%, while MRFOX has yielded a comparatively higher 16.02% annualized return.

EILGX

• 1D: 2.11%
• 1M: 7.99%
• 6M: -5.88%
• YTD: -4.90%
• 1Y: -0.78%
• 3Y*: 8.27%
• 5Y*: 5.41%
• 10Y*: 14.03%

MRFOX

• 1D: 1.87%
• 1M: 3.57%
• 6M: 3.69%
• YTD: 4.96%
• 1Y: 12.48%
• 3Y*: 13.45%
• 5Y*: 11.75%
• 10Y*: 16.02%

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

EILGX vs. MRFOX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EILGX Eaton Vance-Atlanta Capital Focused Growth	-4.90%	10.85%	10.63%	25.66%	-20.27%	30.41%	27.18%	38.37%	8.31%	27.41%
MRFOX Marshfield Concentrated Opportunity Fund	4.96%	10.05%	17.10%	17.68%	5.06%	17.71%	15.19%	36.26%	1.89%	25.92%

Correlation

The correlation between EILGX and MRFOX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.67
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (10Y) Calculated over the trailing 10-year period	0.77
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.77

The correlation between EILGX and MRFOX has been stable across timeframes, ranging from 0.67 to 0.77 - a consistent structural relationship.

Return for Risk

EILGX vs. MRFOX — Risk / Return Rank

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

EILGX

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

MRFOX

MRFOX Risk / Return Rank: 29
MRFOX Sharpe Ratio Rank: 28
MRFOX Sortino Ratio Rank: 31
MRFOX Omega Ratio Rank: 27
MRFOX Calmar Ratio Rank: 32
MRFOX Martin Ratio Rank: 28

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. MRFOX - Risk-Adjusted Trends Comparison

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

	EILGX	MRFOX	Difference
Sharpe ratio: Return per unit of total volatility	-0.03	1.25	-1.28
Sortino ratio: Return per unit of downside risk	0.06	1.92	-1.87
Omega ratio: Gain probability vs. loss probability	1.01	1.22	-0.22
Calmar ratio: Return relative to maximum drawdown	-0.02	1.82	-1.84
Martin ratio: Return relative to average drawdown	-0.05	5.36	-5.41

EILGX vs. MRFOX - Sharpe Ratio Comparison

The current EILGX Sharpe Ratio is -0.03, which is lower than the MRFOX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of EILGX and MRFOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EILGX vs. MRFOX - Drawdown Comparison

The maximum EILGX drawdown since its inception was -51.01%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for EILGX and MRFOX.

Drawdown Indicators

	EILGX	MRFOX	Difference
Max Drawdown Largest peak-to-trough decline	-51.01%	-29.10%	-21.91%
Max Drawdown (1Y) Largest decline over 1 year	-15.18%	-7.03%	-8.15%
Max Drawdown (3Y) Largest decline over 3 years	-15.18%	-7.91%	-7.27%
Max Drawdown (5Y) Largest decline over 5 years	-27.35%	-12.98%	-14.37%
Max Drawdown (10Y) Largest decline over 10 years	-30.85%	-29.10%	-1.75%
Current Drawdown Current decline from peak	-7.00%	-0.42%	-6.58%
Average Drawdown Average peak-to-trough decline	-7.14%	-2.35%	-4.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.40%	2.38%	+5.02%

Volatility

EILGX vs. MRFOX - Volatility Comparison

Eaton Vance-Atlanta Capital Focused Growth (EILGX) has a higher volatility of 5.70% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 4.25%. This indicates that EILGX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EILGX	MRFOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	4.25%	+1.45%
Volatility (6M) Calculated over the trailing 6-month period	11.05%	7.72%	+3.33%
Volatility (1Y) Calculated over the trailing 1-year period	13.29%	10.21%	+3.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.91%	12.16%	+4.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.94%	14.17%	+3.77%

EILGX vs. MRFOX - Expense Ratio Comparison

EILGX has a 0.78% expense ratio, which is lower than MRFOX's 1.05% expense ratio.

Dividends

EILGX vs. MRFOX - Dividend Comparison

EILGX's dividend yield for the trailing twelve months is around 16.18%, more than MRFOX's 1.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EILGX Eaton Vance-Atlanta Capital Focused Growth	16.18%	15.39%	4.34%	0.57%	0.32%	2.18%	0.62%	0.17%	19.72%	54.05%	17.75%	23.15%
MRFOX Marshfield Concentrated Opportunity Fund	1.54%	1.62%	4.59%	0.46%	0.35%	6.78%	2.68%	1.39%	1.94%	2.06%	0.60%	0.00%

Frequently Asked Questions

Can I hold both EILGX and MRFOX in my portfolio?

EILGX and MRFOX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EILGX or MRFOX?

EILGX has higher volatility (5.70%) compared to MRFOX (4.25%). In terms of maximum drawdown, EILGX dropped -51.01% vs MRFOX's -29.10%.

Which has better risk-adjusted returns?

MRFOX currently has the higher Sharpe Ratio (1.25 vs -0.03), 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.