EISMX vs. EHSTX
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Eaton Vance Large-Cap Value Fund (EHSTX).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931.
Performance
EISMX vs. EHSTX - Performance Comparison
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EISMX vs. EHSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | -4.80% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
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, EISMX achieves a -4.80% return, which is significantly lower than EHSTX's 0.60% return. Both investments have delivered pretty close results over the past 10 years, with EISMX having a 9.69% annualized return and EHSTX not far ahead at 9.84%.
EISMX
- 1D
- 2.04%
- 1M
- -8.00%
- YTD
- -4.80%
- 6M
- -5.24%
- 1Y
- -6.26%
- 3Y*
- 6.06%
- 5Y*
- 4.03%
- 10Y*
- 9.69%
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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EISMX vs. EHSTX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is lower than EHSTX's 1.01% expense ratio.
Return for Risk
EISMX vs. EHSTX — Risk / Return Rank
EISMX
EHSTX
EISMX vs. EHSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) 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.
| EISMX | EHSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.73 | -1.04 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.11 | -1.44 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.16 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.06 | -1.42 |
Martin ratioReturn relative to average drawdown | -0.82 | 4.39 | -5.21 |
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
| EISMX | EHSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.73 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.54 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.57 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.51 | +0.01 |
Correlation
The correlation between EISMX and EHSTX is 0.88, 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
EISMX vs. EHSTX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.75%, more than EHSTX's 6.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.75% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
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
EISMX vs. EHSTX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, smaller than the maximum EHSTX drawdown of -53.47%. Use the drawdown chart below to compare losses from any high point for EISMX and EHSTX.
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Drawdown Indicators
| EISMX | EHSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -53.47% | +8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -11.79% | -2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -16.44% | -3.37% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -39.30% | -0.65% |
Current DrawdownCurrent decline from peak | -15.38% | -6.30% | -9.08% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -7.43% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 2.86% | +3.57% |
Volatility
EISMX vs. EHSTX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Eaton Vance Large-Cap Value Fund (EHSTX) have volatilities of 4.80% 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
| EISMX | EHSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.62% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 8.60% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 15.80% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 14.71% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 17.27% | +1.56% |