EPIVX vs. EACPX
Compare and contrast key facts about EuroPac International Value Fund (EPIVX) and Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX).
EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010. EACPX is managed by Blackrock. It was launched on Jun 30, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPIVX or EACPX.
Correlation
The correlation between EPIVX and EACPX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EPIVX vs. EACPX - Performance Comparison
Key characteristics
EPIVX:
1.65
EACPX:
0.15
EPIVX:
2.25
EACPX:
0.37
EPIVX:
1.32
EACPX:
1.05
EPIVX:
2.12
EACPX:
0.15
EPIVX:
5.23
EACPX:
0.50
EPIVX:
4.29%
EACPX:
6.73%
EPIVX:
13.68%
EACPX:
21.89%
EPIVX:
-49.29%
EACPX:
-65.88%
EPIVX:
-0.50%
EACPX:
-14.98%
Returns By Period
In the year-to-date period, EPIVX achieves a 17.33% return, which is significantly higher than EACPX's -8.83% return. Over the past 10 years, EPIVX has underperformed EACPX with an annualized return of 5.48%, while EACPX has yielded a comparatively higher 9.76% annualized return.
EPIVX
17.33%
3.35%
8.27%
21.50%
11.68%
5.48%
EACPX
-8.83%
-0.76%
-8.83%
2.29%
10.34%
9.76%
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EPIVX vs. EACPX - Expense Ratio Comparison
EPIVX has a 1.75% expense ratio, which is higher than EACPX's 1.25% expense ratio.
Risk-Adjusted Performance
EPIVX vs. EACPX — Risk-Adjusted Performance Rank
EPIVX
EACPX
EPIVX vs. EACPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac International Value Fund (EPIVX) and Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX). 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
EPIVX vs. EACPX - Dividend Comparison
EPIVX's dividend yield for the trailing twelve months is around 1.55%, while EACPX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | 1.55% | 1.83% | 2.22% | 1.52% | 1.62% | 0.90% | 1.45% | 1.62% | 1.58% | 5.04% | 2.30% | 2.46% |
EACPX Eaton Vance Tax Managed Multi Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EPIVX vs. EACPX - Drawdown Comparison
The maximum EPIVX drawdown since its inception was -49.29%, smaller than the maximum EACPX drawdown of -65.88%. Use the drawdown chart below to compare losses from any high point for EPIVX and EACPX. For additional features, visit the drawdowns tool.
Volatility
EPIVX vs. EACPX - Volatility Comparison
The current volatility for EuroPac International Value Fund (EPIVX) is 8.46%, while Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) has a volatility of 15.06%. This indicates that EPIVX experiences smaller price fluctuations and is considered to be less risky than EACPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.