Correlation
The correlation between EVFTX and EAERX is 0.87, 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.
EVFTX vs. EAERX
Compare and contrast key facts about E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and Eaton Vance Stock Fund (EAERX).
EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016. EAERX is managed by Eaton Vance. It was launched on Nov 1, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVFTX or EAERX.
Performance
EVFTX vs. EAERX - Performance Comparison
Loading data...
Key characteristics
EVFTX:
0.88
EAERX:
0.75
EVFTX:
1.22
EAERX:
1.06
EVFTX:
1.17
EAERX:
1.15
EVFTX:
0.51
EAERX:
0.73
EVFTX:
3.33
EAERX:
2.76
EVFTX:
2.04%
EAERX:
5.06%
EVFTX:
8.19%
EAERX:
20.63%
EVFTX:
-25.38%
EAERX:
-48.72%
EVFTX:
-4.72%
EAERX:
-3.23%
Returns By Period
In the year-to-date period, EVFTX achieves a 3.03% return, which is significantly higher than EAERX's 1.00% return.
EVFTX
3.03%
2.84%
0.40%
7.19%
4.91%
3.36%
N/A
EAERX
1.00%
6.78%
-0.93%
15.38%
16.13%
15.52%
12.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVFTX vs. EAERX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than EAERX's 0.98% expense ratio.
Risk-Adjusted Performance
EVFTX vs. EAERX — Risk-Adjusted Performance Rank
EVFTX
EAERX
EVFTX vs. EAERX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and Eaton Vance Stock Fund (EAERX). 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.
Loading data...
Dividends
EVFTX vs. EAERX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 1.60%, less than EAERX's 14.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 1.60% | 1.65% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 0.76% | 0.00% | 0.00% |
EAERX Eaton Vance Stock Fund | 14.55% | 14.70% | 17.32% | 14.50% | 12.48% | 1.96% | 3.92% | 12.11% | 7.77% | 2.87% | 8.13% | 12.67% |
Drawdowns
EVFTX vs. EAERX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -25.38%, smaller than the maximum EAERX drawdown of -48.72%. Use the drawdown chart below to compare losses from any high point for EVFTX and EAERX.
Loading data...
Volatility
EVFTX vs. EAERX - Volatility Comparison
The current volatility for E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) is 2.17%, while Eaton Vance Stock Fund (EAERX) has a volatility of 4.71%. This indicates that EVFTX experiences smaller price fluctuations and is considered to be less risky than EAERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...