ESEIX vs. IMANX
ESEIX (Eaton Vance Atlanta Capital Select Equity Fund) and IMANX (Iman Fund) are both Large Cap Growth Equities funds. Over the past 10 years, ESEIX returned 10.24%/yr vs 13.37%/yr for IMANX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ESEIX charges 0.78%/yr vs 1.28%/yr for IMANX.
Performance
ESEIX vs. IMANX - Performance Comparison
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Returns By Period
In the year-to-date period, ESEIX achieves a -3.70% return, which is significantly lower than IMANX's 16.14% return. Over the past 10 years, ESEIX has underperformed IMANX with an annualized return of 10.24%, while IMANX has yielded a comparatively higher 13.37% annualized return.
ESEIX
- 1D
- -1.78%
- 1M
- 2.86%
- 6M
- -1.68%
- YTD
- -3.70%
- 1Y
- -1.32%
- 3Y*
- 6.61%
- 5Y*
- 4.10%
- 10Y*
- 10.24%
- ALL TIME*
- 11.61%
IMANX
- 1D
- 2.80%
- 1M
- -2.22%
- 6M
- 11.04%
- YTD
- 16.14%
- 1Y
- 31.71%
- 3Y*
- 19.13%
- 5Y*
- 9.88%
- 10Y*
- 13.37%
- ALL TIME*
- 6.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
IMANX Iman Fund | $0.00 | $0.00 | $0.00 |
ESEIX vs. IMANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESEIX Eaton Vance Atlanta Capital Select Equity Fund | -3.70% | -3.19% | 21.05% | 20.89% | -12.05% | 15.39% | 15.88% | 38.45% | -0.43% | 19.72% |
IMANX Iman Fund | 16.14% | 17.91% | 20.60% | 29.36% | -29.79% | 17.07% | 19.88% | 34.69% | -6.17% | 28.52% |
Correlation
The correlation between ESEIX and IMANX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2011 | 0.77 |
Over the past year, the correlation between ESEIX and IMANX has dropped to 0.29 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
ESEIX vs. IMANX — Risk / Return Rank
ESEIX
IMANX
ESEIX vs. IMANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) and Iman Fund (IMANX). 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.
| ESEIX | IMANX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.29 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 2.78 | -3.04 |
| Martin ratioReturn relative to average drawdown | -0.51 | 10.66 | -11.17 |
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Drawdowns
ESEIX vs. IMANX - Drawdown Comparison
The maximum ESEIX drawdown since its inception was -34.66%, smaller than the maximum IMANX drawdown of -56.64%. Use the drawdown chart below to compare losses from any high point for ESEIX and IMANX.
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Drawdown Indicators
| ESEIX | IMANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.66% | -56.64% | +21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -10.58% | -3.09% |
Max Drawdown (3Y)Largest decline over 3 years | -20.45% | -21.54% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -36.32% | +15.11% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -36.32% | +1.66% |
Current DrawdownCurrent decline from peak | -13.15% | -4.80% | -8.35% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -16.63% | +12.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.99% | 2.75% | +4.24% |
Volatility
ESEIX vs. IMANX - Volatility Comparison
Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) has a higher volatility of 6.37% compared to Iman Fund (IMANX) at 5.19%. This indicates that ESEIX's price experiences larger fluctuations and is considered to be riskier than IMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESEIX | IMANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.19% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 14.03% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 17.18% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 20.67% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.55% | 20.82% | -3.27% |
ESEIX vs. IMANX - Expense Ratio Comparison
ESEIX has a 0.78% expense ratio, which is lower than IMANX's 1.28% expense ratio.
Dividends
ESEIX vs. IMANX - Dividend Comparison
ESEIX's dividend yield for the trailing twelve months is around 20.19%, more than IMANX's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESEIX Eaton Vance Atlanta Capital Select Equity Fund | 20.19% | 19.45% | 8.91% | 2.57% | 6.37% | 6.26% | 3.20% | 0.92% | 4.54% | 1.56% | 0.02% | 3.26% |
IMANX Iman Fund | 0.11% | 0.12% | 0.00% | 0.00% | 1.43% | 20.20% | 2.72% | 12.50% | 12.25% | 8.71% | 7.93% | 4.32% |
Frequently Asked Questions
ESEIX and IMANX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ESEIX has higher volatility (6.37%) compared to IMANX (5.19%). In terms of maximum drawdown, ESEIX dropped -34.66% vs IMANX's -56.64%.
IMANX currently has the higher Sharpe Ratio (1.71 vs -0.23), 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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