EVIFX vs. E
Compare and contrast key facts about Eaton Vance Balanced Fund (EVIFX) and Eni S.p.A. (E).
EVIFX is managed by Eaton Vance. It was launched on Apr 1, 1932.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVIFX or E.
Correlation
The correlation between EVIFX and E is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EVIFX vs. E - Performance Comparison
Key characteristics
EVIFX:
1.23
E:
-0.06
EVIFX:
1.61
E:
0.04
EVIFX:
1.24
E:
1.01
EVIFX:
1.31
E:
-0.06
EVIFX:
4.72
E:
-0.13
EVIFX:
2.67%
E:
7.95%
EVIFX:
10.26%
E:
17.63%
EVIFX:
-45.34%
E:
-66.24%
EVIFX:
-3.74%
E:
-8.91%
Returns By Period
In the year-to-date period, EVIFX achieves a 3.22% return, which is significantly lower than E's 6.80% return. Over the past 10 years, EVIFX has outperformed E with an annualized return of 4.87%, while E has yielded a comparatively lower 3.65% annualized return.
EVIFX
3.22%
2.10%
0.99%
13.44%
5.03%
4.87%
E
6.80%
0.93%
-5.81%
2.71%
8.18%
3.65%
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Risk-Adjusted Performance
EVIFX vs. E — Risk-Adjusted Performance Rank
EVIFX
E
EVIFX vs. E - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Balanced Fund (EVIFX) and Eni S.p.A. (E). 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
EVIFX vs. E - Dividend Comparison
EVIFX's dividend yield for the trailing twelve months is around 1.27%, less than E's 7.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVIFX Eaton Vance Balanced Fund | 1.27% | 1.31% | 1.48% | 1.43% | 1.11% | 1.08% | 1.29% | 1.78% | 1.51% | 1.46% | 1.43% | 1.31% |
E Eni S.p.A. | 7.20% | 7.69% | 5.74% | 6.39% | 5.79% | 5.91% | 6.11% | 5.15% | 5.38% | 5.57% | 7.15% | 8.58% |
Drawdowns
EVIFX vs. E - Drawdown Comparison
The maximum EVIFX drawdown since its inception was -45.34%, smaller than the maximum E drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for EVIFX and E. For additional features, visit the drawdowns tool.
Volatility
EVIFX vs. E - Volatility Comparison
The current volatility for Eaton Vance Balanced Fund (EVIFX) is 2.44%, while Eni S.p.A. (E) has a volatility of 4.47%. This indicates that EVIFX experiences smaller price fluctuations and is considered to be less risky than E based on this measure. The chart below showcases a comparison of their rolling one-month volatility.