EISMX vs. FTHNX
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or FTHNX.
Correlation
The correlation between EISMX and FTHNX is 0.89, 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.
Performance
EISMX vs. FTHNX - Performance Comparison
Key characteristics
EISMX:
0.91
FTHNX:
0.69
EISMX:
1.34
FTHNX:
1.02
EISMX:
1.16
FTHNX:
1.14
EISMX:
0.71
FTHNX:
0.81
EISMX:
3.15
FTHNX:
2.35
EISMX:
3.90%
FTHNX:
5.40%
EISMX:
13.46%
FTHNX:
18.40%
EISMX:
-53.04%
FTHNX:
-37.78%
EISMX:
-7.84%
FTHNX:
-11.20%
Returns By Period
In the year-to-date period, EISMX achieves a 3.05% return, which is significantly lower than FTHNX's 4.68% return.
EISMX
3.05%
1.32%
1.68%
11.89%
2.70%
5.58%
FTHNX
4.68%
2.77%
-0.48%
12.52%
12.19%
N/A
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EISMX vs. FTHNX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is lower than FTHNX's 1.03% expense ratio.
Risk-Adjusted Performance
EISMX vs. FTHNX — Risk-Adjusted Performance Rank
EISMX
FTHNX
EISMX vs. FTHNX - Risk-Adjusted Performance Comparison
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.
Dividends
EISMX vs. FTHNX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 0.15%, less than FTHNX's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.15% | 0.15% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.42% | 0.44% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% |
Drawdowns
EISMX vs. FTHNX - Drawdown Comparison
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.
Volatility
EISMX vs. FTHNX - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 3.68%, while Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a volatility of 4.05%. 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.