EISMX vs. VMFGX
EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) and VMFGX (Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares) are both Mid Cap Growth Equities funds. Over the past 10 years, EISMX returned 10.34%/yr vs 10.90%/yr for VMFGX. Their correlation of 0.90 means they have usually moved in the same direction. EISMX charges 0.88%/yr vs 0.08%/yr for VMFGX.
Performance
EISMX vs. VMFGX - 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 VMFGX's 15.95% return. Over the past 10 years, EISMX has underperformed VMFGX with an annualized return of 10.34%, while VMFGX has yielded a comparatively higher 10.90% 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%
VMFGX
- 1D
- 1.50%
- 1M
- -2.71%
- 6M
- 11.51%
- YTD
- 15.95%
- 1Y
- 22.97%
- 3Y*
- 13.93%
- 5Y*
- 7.56%
- 10Y*
- 10.90%
- ALL TIME*
- 12.08%
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. VMFGX - 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% |
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 15.95% | 7.43% | 15.86% | 17.42% | -18.99% | 18.83% | 22.61% | 26.20% | -10.39% | 19.87% |
Correlation
The correlation between EISMX and VMFGX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.90 |
Over the past year, the correlation between EISMX and VMFGX has dropped to 0.58 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
EISMX vs. VMFGX — Risk / Return Rank
EISMX
VMFGX
EISMX vs. VMFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX). 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 | VMFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.20 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.00 | -2.10 |
| Martin ratioReturn relative to average drawdown | -0.20 | 7.41 | -7.61 |
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Drawdowns
EISMX vs. VMFGX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, which is greater than VMFGX's maximum drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for EISMX and VMFGX.
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Drawdown Indicators
| EISMX | VMFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -39.15% | -6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -9.91% | -2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -25.45% | +6.06% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -29.25% | +9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -39.15% | -0.80% |
Current DrawdownCurrent decline from peak | -6.45% | -4.61% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -5.67% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.40% | 2.69% | +3.71% |
Volatility
EISMX vs. VMFGX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 5.63% compared to Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) at 4.55%. This indicates that EISMX's price experiences larger fluctuations and is considered to be riskier than VMFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EISMX | VMFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 4.55% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 13.97% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 17.70% | -1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 20.71% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 21.07% | -2.20% |
EISMX vs. VMFGX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is higher than VMFGX's 0.08% expense ratio.
Dividends
EISMX vs. VMFGX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.11%, more than VMFGX's 0.61% 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% |
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 0.61% | 0.70% | 0.84% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% |
Frequently Asked Questions
EISMX and VMFGX have a correlation of 0.58, 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 VMFGX (4.55%). In terms of maximum drawdown, EISMX dropped -45.32% vs VMFGX's -39.15%.
VMFGX currently has the higher Sharpe Ratio (1.12 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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