ESEIX vs. SEEGX

In the year-to-date period, ESEIX achieves a 2.14% return, which is significantly lower than SEEGX's 4.55% return. Over the past 10 years, ESEIX has underperformed SEEGX with an annualized return of 7.93%, while SEEGX has yielded a comparatively higher 8.78% annualized return.

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ESEIX has a 0.78% expense ratio, which is higher than SEEGX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.

The current ESEIX Sharpe Ratio is 0.71, which is lower than the SEEGX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of ESEIX and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither ESEIX nor SEEGX has paid dividends to shareholders.

The maximum ESEIX drawdown since its inception was -34.66%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for ESEIX and SEEGX. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) is 3.37%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 4.77%. This indicates that ESEIX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.