ESEIX vs. BPTRX
Compare and contrast key facts about Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) and Baron Partners Fund (BPTRX).
ESEIX is managed by Eaton Vance. It was launched on Jan 3, 2012. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
ESEIX vs. BPTRX - Performance Comparison
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ESEIX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESEIX Eaton Vance Atlanta Capital Select Equity Fund | -10.87% | -3.19% | 21.05% | 20.89% | -12.05% | 15.39% | 15.88% | 38.45% | -0.43% | 19.72% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, ESEIX achieves a -10.87% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, ESEIX has underperformed BPTRX with an annualized return of 9.60%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
ESEIX
- 1D
- 1.05%
- 1M
- -7.84%
- YTD
- -10.87%
- 6M
- -9.78%
- 1Y
- -11.02%
- 3Y*
- 7.02%
- 5Y*
- 4.28%
- 10Y*
- 9.60%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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ESEIX vs. BPTRX - Expense Ratio Comparison
ESEIX has a 0.78% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
ESEIX vs. BPTRX — Risk / Return Rank
ESEIX
BPTRX
ESEIX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) and Baron Partners Fund (BPTRX). 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.
| ESEIX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 1.29 | -1.87 |
Sortino ratioReturn per unit of downside risk | -0.73 | 2.38 | -3.11 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.30 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.85 | -3.69 |
Martin ratioReturn relative to average drawdown | -2.44 | 10.35 | -12.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ESEIX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 1.29 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.32 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.73 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between ESEIX and BPTRX is 0.70, 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.
Dividends
ESEIX vs. BPTRX - Dividend Comparison
ESEIX's dividend yield for the trailing twelve months is around 21.82%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESEIX Eaton Vance Atlanta Capital Select Equity Fund | 21.82% | 19.45% | 8.91% | 2.57% | 6.37% | 6.26% | 3.20% | 0.92% | 4.54% | 1.56% | 0.02% | 3.26% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
ESEIX vs. BPTRX - Drawdown Comparison
The maximum ESEIX drawdown since its inception was -34.66%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for ESEIX and BPTRX.
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Drawdown Indicators
| ESEIX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.66% | -64.11% | +29.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -14.79% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -49.87% | +28.66% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -51.26% | +16.60% |
Current DrawdownCurrent decline from peak | -19.61% | -8.65% | -10.96% |
Average DrawdownAverage peak-to-trough decline | -3.97% | -13.82% | +9.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 4.08% | +0.73% |
Volatility
ESEIX vs. BPTRX - Volatility Comparison
The current volatility for Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) is 4.30%, while Baron Partners Fund (BPTRX) has a volatility of 4.78%. This indicates that ESEIX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESEIX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.78% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 22.21% | -11.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.17% | 33.35% | -16.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 33.90% | -17.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.41% | 32.72% | -15.31% |