ERASX vs. BTMFX
ERASX (Eaton Vance Atlanta Capital SMID-Cap Fund Class A) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, ERASX returned 10.75%/yr vs 10.27%/yr for BTMFX. Their correlation of 0.93 suggests significant overlap in exposure. ERASX charges 0.81%/yr vs 1.00%/yr for BTMFX.
Performance
ERASX vs. BTMFX - Performance Comparison
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Returns By Period
In the year-to-date period, ERASX achieves a 1.69% return, which is significantly lower than BTMFX's 5.67% return. Both investments have delivered pretty close results over the past 10 years, with ERASX having a 10.75% annualized return and BTMFX not far behind at 10.27%.
ERASX
- 1D
- 0.37%
- 1M
- 3.58%
- 6M
- -2.69%
- YTD
- 1.69%
- 1Y
- -4.56%
- 3Y*
- 6.45%
- 5Y*
- 4.72%
- 10Y*
- 10.75%
BTMFX
- 1D
- 0.21%
- 1M
- 2.89%
- 6M
- 2.06%
- YTD
- 5.67%
- 1Y
- 7.68%
- 3Y*
- 8.34%
- 5Y*
- 6.20%
- 10Y*
- 10.27%
ERASX vs. BTMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ERASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 1.69% | -5.59% | 17.74% | 14.08% | -8.72% | 22.10% | 11.40% | 44.21% | -5.47% | 24.82% |
BTMFX Boston Trust Midcap Fund | 5.67% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
Correlation
The correlation between ERASX and BTMFX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.93 |
The correlation between ERASX and BTMFX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
ERASX vs. BTMFX — Risk / Return Rank
ERASX
BTMFX
ERASX vs. BTMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (ERASX) and Boston Trust Midcap Fund (BTMFX). 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.
| ERASX | BTMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.12 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 0.98 | -1.28 |
| Martin ratioReturn relative to average drawdown | -0.54 | 2.70 | -3.25 |
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Drawdowns
ERASX vs. BTMFX - Drawdown Comparison
The maximum ERASX drawdown since its inception was -39.94%, smaller than the maximum BTMFX drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for ERASX and BTMFX.
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Drawdown Indicators
| ERASX | BTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.94% | -49.26% | +9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -7.79% | -6.84% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -17.77% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.77% | -20.79% | +1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.94% | -37.14% | -2.80% |
Current DrawdownCurrent decline from peak | -9.53% | -0.12% | -9.41% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -6.14% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.00% | 2.83% | +5.17% |
Volatility
ERASX vs. BTMFX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund Class A (ERASX) has a higher volatility of 4.37% compared to Boston Trust Midcap Fund (BTMFX) at 3.05%. This indicates that ERASX's price experiences larger fluctuations and is considered to be riskier than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERASX | BTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 3.05% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 8.14% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 11.79% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 15.74% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.89% | 17.36% | +1.53% |
ERASX vs. BTMFX - Expense Ratio Comparison
ERASX has a 0.81% expense ratio, which is lower than BTMFX's 1.00% expense ratio.
Dividends
ERASX vs. BTMFX - Dividend Comparison
ERASX's dividend yield for the trailing twelve months is around 6.33%, less than BTMFX's 10.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 10.28% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
ERASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 6.33% | 6.44% | 7.29% | 2.82% | 10.26% | 10.40% | 9.73% | 13.15% | 7.16% | 3.29% | 3.57% | 6.68% |
Frequently Asked Questions
ERASX and BTMFX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ERASX has higher volatility (4.37%) compared to BTMFX (3.05%). In terms of maximum drawdown, ERASX dropped -39.94% vs BTMFX's -49.26%.
BTMFX currently has the higher Sharpe Ratio (0.65 vs -0.28), 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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