EISMX vs. FGKFX
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Fidelity Growth Company K6 Fund (FGKFX).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or FGKFX.
Key characteristics
| EISMX | FGKFX | |
|---|---|---|
| YTD Return | 20.76% | 36.17% |
| 1Y Return | 33.76% | 51.34% |
| 3Y Return (Ann) | 8.03% | 8.16% |
| 5Y Return (Ann) | 12.20% | 24.55% |
| Sharpe Ratio | 2.70 | 2.72 |
| Sortino Ratio | 3.81 | 3.47 |
| Omega Ratio | 1.47 | 1.48 |
| Calmar Ratio | 4.71 | 2.91 |
| Martin Ratio | 15.08 | 14.63 |
| Ulcer Index | 2.24% | 3.60% |
| Daily Std Dev | 12.51% | 19.35% |
| Max Drawdown | -45.32% | -40.14% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between EISMX and FGKFX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EISMX vs. FGKFX - Performance Comparison
In the year-to-date period, EISMX achieves a 20.76% return, which is significantly lower than FGKFX's 36.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EISMX vs. FGKFX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
Risk-Adjusted Performance
EISMX vs. FGKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Fidelity Growth Company K6 Fund (FGKFX). 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.
Dividends
EISMX vs. FGKFX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 2.30%, more than FGKFX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 2.30% | 2.78% | 10.37% | 10.49% | 9.80% | 6.72% | 7.20% | 3.30% | 3.58% | 6.70% | 3.02% | 0.60% |
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 2.64% | 0.93% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EISMX vs. FGKFX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, which is greater than FGKFX's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for EISMX and FGKFX. For additional features, visit the drawdowns tool.
Volatility
EISMX vs. FGKFX - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.09%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 5.11%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.