EISMX vs. FMIMX
EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) and FMIMX (FMI Common Stock Fund) are both mutual funds - EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance, while FMIMX is a Mid Cap Blend Equities fund managed by FMI. Over the past 10 years, EISMX returned 10.34%/yr vs 11.95%/yr for FMIMX. Their correlation of 0.92 means they have usually moved in the same direction. EISMX charges 0.88%/yr vs 1.01%/yr for FMIMX.
Performance
EISMX vs. FMIMX - Performance Comparison
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Returns By Period
In the year-to-date period, EISMX achieves a 5.24% return, which is significantly lower than FMIMX's 18.51% return. Over the past 10 years, EISMX has underperformed FMIMX with an annualized return of 10.34%, while FMIMX has yielded a comparatively higher 11.95% annualized return.
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
FMIMX
- 1D
- -0.78%
- 1M
- 2.67%
- 6M
- 11.88%
- YTD
- 18.51%
- 1Y
- 17.90%
- 3Y*
- 12.77%
- 5Y*
- 10.68%
- 10Y*
- 11.95%
- ALL TIME*
- 9.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EISMX vs. FMIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
FMIMX FMI Common Stock Fund | 18.51% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
Correlation
The correlation between EISMX and FMIMX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2002 | 0.92 |
The correlation between EISMX and FMIMX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
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Return for Risk
EISMX vs. FMIMX — Risk / Return Rank
EISMX
FMIMX
EISMX vs. FMIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and FMI Common Stock Fund (FMIMX). 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.
| EISMX | FMIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.16 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.09 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.20 | 2.71 | -2.91 |
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Drawdowns
EISMX vs. FMIMX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, smaller than the maximum FMIMX drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for EISMX and FMIMX.
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Drawdown Indicators
| EISMX | FMIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -59.09% | +13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -13.80% | +1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -21.31% | +1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -21.31% | +1.50% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -38.07% | -1.88% |
Current DrawdownCurrent decline from peak | -6.45% | -0.78% | -5.67% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -10.42% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.40% | 5.56% | +0.84% |
Volatility
EISMX vs. FMIMX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 5.63% compared to FMI Common Stock Fund (FMIMX) at 5.12%. This indicates that EISMX's price experiences larger fluctuations and is considered to be riskier than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EISMX | FMIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.12% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 12.67% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 17.58% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 18.65% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 19.23% | -0.36% |
EISMX vs. FMIMX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is lower than FMIMX's 1.01% expense ratio.
Dividends
EISMX vs. FMIMX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.11%, less than FMIMX's 11.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
FMIMX FMI Common Stock Fund | 11.17% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
Frequently Asked Questions
EISMX and FMIMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to FMIMX (5.12%). In terms of maximum drawdown, EISMX dropped -45.32% vs FMIMX's -59.09%.
FMIMX currently has the higher Sharpe Ratio (0.86 vs -0.08), 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.
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