EISMX vs. VIEIX

In the year-to-date period, EISMX achieves a -7.19% return, which is significantly higher than VIEIX's -10.16% return. Over the past 10 years, EISMX has underperformed VIEIX with an annualized return of 3.69%, while VIEIX has yielded a comparatively higher 7.70% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

EISMX has a 0.88% expense ratio, which is higher than VIEIX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX). 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 lower than the VIEIX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of EISMX and VIEIX, 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 0.17%, less than VIEIX's 1.32% yield.

The maximum EISMX drawdown since its inception was -53.04%, smaller than the maximum VIEIX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for EISMX and VIEIX. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 11.65%, while Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a volatility of 15.81%. This indicates that EISMX experiences smaller price fluctuations and is considered to be less risky than VIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.