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ETGIX vs. ETOHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETGIX vs. ETOHX

Last updated May 12, 2025

Compare and contrast key facts about Eaton Vance Greater India Fund (ETGIX) and Eaton Vance Ohio Municipal Income Fund (ETOHX).

ETGIX is managed by Eaton Vance. It was launched on May 1, 1994. ETOHX is managed by Eaton Vance. It was launched on Dec 6, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETGIX or ETOHX.

Correlation

The correlation between ETGIX and ETOHX is -0.63. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

ETGIX vs. ETOHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Greater India Fund (ETGIX) and Eaton Vance Ohio Municipal Income Fund (ETOHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ETGIX:

20.24%

ETOHX:

1.14%

Max Drawdown

ETGIX:

-3.79%

ETOHX:

0.00%

Current Drawdown

ETGIX:

-3.56%

ETOHX:

0.00%

Returns By Period

ETGIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ETOHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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ETGIX vs. ETOHX - Expense Ratio Comparison

ETGIX has a 1.57% expense ratio, which is higher than ETOHX's 0.70% expense ratio.

ETGIX
Eaton Vance Greater India Fund
ETOHX
Eaton Vance Ohio Municipal Income Fund

Risk-Adjusted Performance

ETGIX vs. ETOHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ETGIX
The Risk-Adjusted Performance Rank of ETGIX is 2525
Overall Rank
The Sharpe Ratio Rank of ETGIX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of ETGIX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of ETGIX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of ETGIX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of ETGIX is 2323
Martin Ratio Rank
ETOHX
The Risk-Adjusted Performance Rank of ETOHX is 2323
Overall Rank
The Sharpe Ratio Rank of ETOHX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of ETOHX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of ETOHX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of ETOHX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of ETOHX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ETGIX vs. ETOHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Greater India Fund (ETGIX) and Eaton Vance Ohio Municipal Income Fund (ETOHX). 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.

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Dividends

ETGIX vs. ETOHX - Dividend Comparison

ETGIX has not paid dividends to shareholders, while ETOHX's dividend yield for the trailing twelve months is around 3.14%.

TTM20242023202220212020201920182017201620152014
ETGIX
Eaton Vance Greater India 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%
ETOHX
Eaton Vance Ohio Municipal Income Fund		3.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ETGIX vs. ETOHX - Drawdown Comparison

The maximum ETGIX drawdown since its inception was -3.79%, which is greater than ETOHX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for ETGIX and ETOHX. For additional features, visit the drawdowns tool.

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Volatility

ETGIX vs. ETOHX - Volatility Comparison

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