ETGIX vs. ETOHX
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 -0.00. 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
Key characteristics
ETGIX:
0.43
ETOHX:
0.04
ETGIX:
0.65
ETOHX:
0.08
ETGIX:
1.09
ETOHX:
1.01
ETGIX:
0.19
ETOHX:
0.03
ETGIX:
1.23
ETOHX:
0.14
ETGIX:
4.92%
ETOHX:
1.06%
ETGIX:
14.10%
ETOHX:
3.45%
ETGIX:
-76.44%
ETOHX:
-21.71%
ETGIX:
-26.65%
ETOHX:
-3.87%
Returns By Period
In the year-to-date period, ETGIX achieves a -4.69% return, which is significantly lower than ETOHX's -1.21% return. Over the past 10 years, ETGIX has outperformed ETOHX with an annualized return of 3.58%, while ETOHX has yielded a comparatively lower 1.84% annualized return.
ETGIX
-4.69%
-8.62%
-11.56%
4.92%
2.10%
3.58%
ETOHX
-1.21%
-1.65%
-0.50%
0.15%
0.37%
1.84%
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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.
Risk-Adjusted Performance
ETGIX vs. ETOHX — Risk-Adjusted Performance Rank
ETGIX
ETOHX
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.
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 3.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGIX Eaton Vance Greater India Fund | 0.00% | 0.00% | 0.00% | 2.45% | 0.00% | 0.00% | 0.00% | 1.17% | 3.32% | 0.56% | 0.80% | 1.87% |
ETOHX Eaton Vance Ohio Municipal Income Fund | 3.34% | 3.30% | 2.90% | 2.83% | 2.55% | 2.76% | 2.93% | 3.14% | 3.44% | 3.60% | 3.75% | 3.93% |
Drawdowns
ETGIX vs. ETOHX - Drawdown Comparison
The maximum ETGIX drawdown since its inception was -76.44%, which is greater than ETOHX's maximum drawdown of -21.71%. Use the drawdown chart below to compare losses from any high point for ETGIX and ETOHX. For additional features, visit the drawdowns tool.
Volatility
ETGIX vs. ETOHX - Volatility Comparison
Eaton Vance Greater India Fund (ETGIX) has a higher volatility of 4.70% compared to Eaton Vance Ohio Municipal Income Fund (ETOHX) at 1.37%. This indicates that ETGIX's price experiences larger fluctuations and is considered to be riskier than ETOHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.