EISMX vs. EIMAX
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Eaton Vance Massachusetts Municipal Income Fund (EIMAX).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. EIMAX is managed by Eaton Vance. It was launched on Jun 16, 1993.
Performance
EISMX vs. EIMAX - Performance Comparison
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EISMX vs. EIMAX - 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% |
EIMAX Eaton Vance Massachusetts Municipal Income Fund | -0.44% | 3.76% | 1.37% | 5.06% | -9.61% | 0.57% | 4.60% | 7.01% | 0.65% | 4.67% |
Returns By Period
In the year-to-date period, EISMX achieves a -4.80% return, which is significantly lower than EIMAX's -0.44% return. Over the past 10 years, EISMX has outperformed EIMAX with an annualized return of 9.69%, while EIMAX has yielded a comparatively lower 1.49% annualized return.
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%
EIMAX
- 1D
- 0.26%
- 1M
- -2.15%
- YTD
- -0.44%
- 6M
- 0.97%
- 1Y
- 3.47%
- 3Y*
- 2.36%
- 5Y*
- 0.17%
- 10Y*
- 1.49%
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EISMX vs. EIMAX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than EIMAX's 0.48% expense ratio.
Return for Risk
EISMX vs. EIMAX — Risk / Return Rank
EISMX
EIMAX
EISMX vs. EIMAX - 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 Massachusetts Municipal Income Fund (EIMAX). 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 | EIMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.68 | -0.99 |
Sortino ratioReturn per unit of downside risk | -0.33 | 0.96 | -1.29 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.21 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 0.85 | -1.21 |
Martin ratioReturn relative to average drawdown | -0.82 | 2.95 | -3.76 |
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 | EIMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.68 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.04 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.36 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between EISMX and EIMAX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
EISMX vs. EIMAX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.75%, more than EIMAX's 3.65% 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% |
EIMAX Eaton Vance Massachusetts Municipal Income Fund | 3.65% | 4.52% | 4.15% | 2.39% | 2.62% | 2.01% | 2.58% | 3.46% | 3.27% | 3.41% | 3.65% | 3.70% |
Drawdowns
EISMX vs. EIMAX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, which is greater than EIMAX's maximum drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for EISMX and EIMAX.
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Drawdown Indicators
| EISMX | EIMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -29.25% | -16.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -5.62% | -9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -14.67% | -5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -14.67% | -25.28% |
Current DrawdownCurrent decline from peak | -15.38% | -2.40% | -12.98% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -3.92% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 1.62% | +4.81% |
Volatility
EISMX vs. EIMAX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 4.80% compared to Eaton Vance Massachusetts Municipal Income Fund (EIMAX) at 1.09%. This indicates that EISMX's price experiences larger fluctuations and is considered to be riskier than EIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EISMX | EIMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 1.09% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 1.70% | +9.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 5.75% | +13.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 4.34% | +12.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 4.19% | +14.64% |