ETX vs. CXH
Compare and contrast key facts about Eaton Vance Municipal Income 2028 Term Trust (ETX) and MFS Investment Grade Municipal Trust (CXH).
Performance
ETX vs. CXH - Performance Comparison
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ETX vs. CXH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETX Eaton Vance Municipal Income 2028 Term Trust | 0.50% | 11.72% | 6.87% | 1.32% | -13.52% | -4.67% | 11.31% | 19.57% | -3.74% | 10.22% |
CXH MFS Investment Grade Municipal Trust | 2.28% | 4.39% | 9.77% | 10.39% | -27.91% | 10.50% | 5.37% | 16.63% | -4.89% | 8.75% |
Fundamentals
ETX:
$202.09M
CXH:
$65.84M
ETX:
$1.37
CXH:
$1.19
ETX:
13.57
CXH:
6.73
ETX:
0.60
CXH:
0.13
ETX:
10.75
CXH:
6.93
ETX:
1.01
CXH:
0.93
ETX:
$18.81M
CXH:
$9.50M
ETX:
$8.18M
CXH:
$8.34M
ETX:
$16.49M
CXH:
$15.00M
Returns By Period
In the year-to-date period, ETX achieves a 0.50% return, which is significantly lower than CXH's 2.28% return. Over the past 10 years, ETX has outperformed CXH with an annualized return of 3.64%, while CXH has yielded a comparatively lower 2.22% annualized return.
ETX
- 1D
- 1.09%
- 1M
- -1.29%
- YTD
- 0.50%
- 6M
- -1.63%
- 1Y
- 7.12%
- 3Y*
- 6.44%
- 5Y*
- 1.03%
- 10Y*
- 3.64%
CXH
- 1D
- 0.50%
- 1M
- -2.03%
- YTD
- 2.28%
- 6M
- 4.66%
- 1Y
- 6.43%
- 3Y*
- 7.26%
- 5Y*
- 0.24%
- 10Y*
- 2.22%
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Return for Risk
ETX vs. CXH — Risk / Return Rank
ETX
CXH
ETX vs. CXH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Municipal Income 2028 Term Trust (ETX) and MFS Investment Grade Municipal Trust (CXH). 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.
| ETX | CXH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.87 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.24 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.03 | +0.35 |
Martin ratioReturn relative to average drawdown | 3.44 | 2.26 | +1.18 |
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
| ETX | CXH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.87 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.02 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.17 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.35 | -0.07 |
Correlation
The correlation between ETX and CXH is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ETX vs. CXH - Dividend Comparison
ETX's dividend yield for the trailing twelve months is around 5.06%, more than CXH's 4.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETX Eaton Vance Municipal Income 2028 Term Trust | 5.06% | 5.02% | 5.33% | 4.15% | 4.62% | 3.96% | 3.60% | 3.88% | 4.46% | 4.11% | 4.33% | 4.60% |
CXH MFS Investment Grade Municipal Trust | 4.92% | 4.70% | 3.84% | 3.63% | 4.75% | 4.77% | 4.77% | 4.63% | 5.28% | 4.90% | 5.19% | 5.14% |
Drawdowns
ETX vs. CXH - Drawdown Comparison
The maximum ETX drawdown since its inception was -32.09%, smaller than the maximum CXH drawdown of -49.06%. Use the drawdown chart below to compare losses from any high point for ETX and CXH.
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Drawdown Indicators
| ETX | CXH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.09% | -49.06% | +16.97% |
Max Drawdown (1Y)Largest decline over 1 year | -4.93% | -6.43% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -34.69% | +10.50% |
Max Drawdown (10Y)Largest decline over 10 years | -25.18% | -34.69% | +9.51% |
Current DrawdownCurrent decline from peak | -3.58% | -7.49% | +3.91% |
Average DrawdownAverage peak-to-trough decline | -8.24% | -7.59% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.93% | -0.94% |
Volatility
ETX vs. CXH - Volatility Comparison
Eaton Vance Municipal Income 2028 Term Trust (ETX) and MFS Investment Grade Municipal Trust (CXH) have volatilities of 3.76% and 3.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETX | CXH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 3.59% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 4.68% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.35% | 7.44% | +2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 9.91% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 12.89% | +1.52% |
Financials
ETX vs. CXH - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Municipal Income 2028 Term Trust and MFS Investment Grade Municipal Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities