ETORX vs. MFIC
Compare and contrast key facts about Eaton Vance Oregon Municipal Income Fund (ETORX) and MidCap Financial Investment Corporation (MFIC).
ETORX is managed by Eaton Vance. It was launched on Dec 27, 1993.
Performance
ETORX vs. MFIC - Performance Comparison
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ETORX vs. MFIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETORX Eaton Vance Oregon Municipal Income Fund | -0.21% | 5.14% | 2.23% | 5.01% | -8.48% | 0.57% | 5.60% | 6.93% | 2.35% | 2.82% |
MFIC MidCap Financial Investment Corporation | 1.30% | -4.34% | 11.25% | 35.48% | 0.19% | 33.67% | -28.54% | 56.97% | -18.11% | 6.51% |
Returns By Period
In the year-to-date period, ETORX achieves a -0.21% return, which is significantly lower than MFIC's 1.30% return. Over the past 10 years, ETORX has underperformed MFIC with an annualized return of 2.10%, while MFIC has yielded a comparatively higher 7.96% annualized return.
ETORX
- 1D
- 0.25%
- 1M
- -1.98%
- YTD
- -0.21%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 3.21%
- 5Y*
- 0.92%
- 10Y*
- 2.10%
MFIC
- 1D
- 0.00%
- 1M
- 14.40%
- YTD
- 1.30%
- 6M
- 1.20%
- 1Y
- -1.23%
- 3Y*
- 12.18%
- 5Y*
- 7.89%
- 10Y*
- 7.96%
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Return for Risk
ETORX vs. MFIC — Risk / Return Rank
ETORX
MFIC
ETORX vs. MFIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Oregon Municipal Income Fund (ETORX) and MidCap Financial Investment Corporation (MFIC). 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.
| ETORX | MFIC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | -0.04 | +1.05 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.14 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.02 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | -0.06 | +1.32 |
Martin ratioReturn relative to average drawdown | 4.18 | -0.15 | +4.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ETORX | MFIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | -0.04 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.35 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.27 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.15 | +0.65 |
Correlation
The correlation between ETORX and MFIC is -0.01. 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.
Dividends
ETORX vs. MFIC - Dividend Comparison
ETORX's dividend yield for the trailing twelve months is around 3.40%, less than MFIC's 12.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETORX Eaton Vance Oregon Municipal Income Fund | 3.40% | 4.17% | 3.97% | 3.19% | 2.36% | 1.80% | 2.36% | 3.17% | 3.49% | 3.64% | 3.59% | 3.76% |
MFIC MidCap Financial Investment Corporation | 12.90% | 13.29% | 12.75% | 11.11% | 12.37% | 11.26% | 15.25% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% |
Drawdowns
ETORX vs. MFIC - Drawdown Comparison
The maximum ETORX drawdown since its inception was -28.41%, smaller than the maximum MFIC drawdown of -87.97%. Use the drawdown chart below to compare losses from any high point for ETORX and MFIC.
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Drawdown Indicators
| ETORX | MFIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.41% | -87.97% | +59.56% |
Max Drawdown (1Y)Largest decline over 1 year | -4.28% | -23.46% | +19.18% |
Max Drawdown (5Y)Largest decline over 5 years | -13.03% | -26.97% | +13.94% |
Max Drawdown (10Y)Largest decline over 10 years | -13.03% | -67.77% | +54.74% |
Current DrawdownCurrent decline from peak | -2.22% | -11.47% | +9.25% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -17.58% | +14.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 8.57% | -7.27% |
Volatility
ETORX vs. MFIC - Volatility Comparison
The current volatility for Eaton Vance Oregon Municipal Income Fund (ETORX) is 1.07%, while MidCap Financial Investment Corporation (MFIC) has a volatility of 8.18%. This indicates that ETORX experiences smaller price fluctuations and is considered to be less risky than MFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETORX | MFIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 8.18% | -7.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.69% | 19.11% | -17.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 28.43% | -23.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.66% | 22.78% | -19.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.76% | 29.99% | -26.23% |