EISMX vs. FTHNX

In the year-to-date period, EISMX achieves a -0.46% return, which is significantly higher than FTHNX's -0.99% return.

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EISMX has a 0.88% expense ratio, which is lower than FTHNX's 1.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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.

The current EISMX Sharpe Ratio is 0.08, which is higher than the FTHNX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of EISMX and FTHNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EISMX's dividend yield for the trailing twelve months is around 0.15%, less than FTHNX's 0.44% yield.

The maximum EISMX drawdown since its inception was -53.04%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for EISMX and FTHNX. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.46%, while Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a volatility of 4.92%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.