EISMX vs. VIEIX
Compare and contrast key facts about Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX).
EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002. VIEIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EISMX or VIEIX.
Key characteristics
| EISMX | VIEIX | |
|---|---|---|
| YTD Return | 20.76% | 20.32% |
| 1Y Return | 33.76% | 41.04% |
| 3Y Return (Ann) | 8.03% | 0.83% |
| 5Y Return (Ann) | 12.20% | 11.60% |
| 10Y Return (Ann) | 12.78% | 10.02% |
| Sharpe Ratio | 2.70 | 2.27 |
| Sortino Ratio | 3.81 | 3.14 |
| Omega Ratio | 1.47 | 1.39 |
| Calmar Ratio | 4.71 | 1.43 |
| Martin Ratio | 15.08 | 13.17 |
| Ulcer Index | 2.24% | 3.16% |
| Daily Std Dev | 12.51% | 18.33% |
| Max Drawdown | -45.32% | -58.04% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between EISMX and VIEIX is 0.92, 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. VIEIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with EISMX having a 20.76% return and VIEIX slightly lower at 20.32%. Over the past 10 years, EISMX has outperformed VIEIX with an annualized return of 12.78%, while VIEIX has yielded a comparatively lower 10.02% annualized 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. VIEIX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than VIEIX's 0.05% expense ratio.
Risk-Adjusted Performance
EISMX vs. VIEIX - Risk-Adjusted Performance Comparison
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.
Dividends
EISMX vs. VIEIX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 2.30%, more than VIEIX's 1.12% 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% |
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.12% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% | 1.15% |
Drawdowns
EISMX vs. VIEIX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, smaller than the maximum VIEIX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for EISMX and VIEIX. For additional features, visit the drawdowns tool.
Volatility
EISMX vs. VIEIX - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) is 4.09%, while Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a volatility of 5.83%. 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.