ETIMX vs. ETIDX
Compare and contrast key facts about Eventide Multi-Asset Income Fund (ETIMX) and Eventide Dividend Opportunities Fund (ETIDX).
ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETIMX or ETIDX.
Correlation
The correlation between ETIMX and ETIDX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ETIMX vs. ETIDX - Performance Comparison
Key characteristics
ETIMX:
1.25
ETIDX:
1.07
ETIMX:
1.78
ETIDX:
1.53
ETIMX:
1.22
ETIDX:
1.19
ETIMX:
1.16
ETIDX:
1.64
ETIMX:
5.09
ETIDX:
4.53
ETIMX:
2.11%
ETIDX:
3.47%
ETIMX:
8.57%
ETIDX:
14.67%
ETIMX:
-23.88%
ETIDX:
-34.12%
ETIMX:
-3.53%
ETIDX:
-6.75%
Returns By Period
In the year-to-date period, ETIMX achieves a 2.28% return, which is significantly lower than ETIDX's 2.78% return.
ETIMX
2.28%
-1.81%
1.11%
9.58%
6.15%
N/A
ETIDX
2.78%
-4.14%
1.75%
13.48%
11.73%
N/A
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ETIMX vs. ETIDX - Expense Ratio Comparison
ETIMX has a 0.82% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
ETIMX vs. ETIDX — Risk-Adjusted Performance Rank
ETIMX
ETIDX
ETIMX vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Multi-Asset Income Fund (ETIMX) and Eventide Dividend Opportunities Fund (ETIDX). 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
ETIMX vs. ETIDX - Dividend Comparison
ETIMX's dividend yield for the trailing twelve months is around 1.88%, more than ETIDX's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 1.88% | 1.87% | 1.62% | 1.95% | 1.54% | 1.88% | 2.91% | 3.94% | 3.02% | 2.38% | 0.46% |
ETIDX Eventide Dividend Opportunities Fund | 0.62% | 0.64% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% | 0.00% | 0.00% |
Drawdowns
ETIMX vs. ETIDX - Drawdown Comparison
The maximum ETIMX drawdown since its inception was -23.88%, smaller than the maximum ETIDX drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for ETIMX and ETIDX. For additional features, visit the drawdowns tool.
Volatility
ETIMX vs. ETIDX - Volatility Comparison
The current volatility for Eventide Multi-Asset Income Fund (ETIMX) is 2.95%, while Eventide Dividend Opportunities Fund (ETIDX) has a volatility of 5.26%. This indicates that ETIMX experiences smaller price fluctuations and is considered to be less risky than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.