EVSEX vs. O
Compare and contrast key facts about Eaton Vance Special Equities Fund (EVSEX) and Realty Income Corporation (O).
EVSEX is managed by Eaton Vance. It was launched on Apr 22, 1968.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVSEX or O.
Correlation
The correlation between EVSEX and O is 0.41, 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
EVSEX vs. O - Performance Comparison
Key characteristics
Returns By Period
EVSEX
N/A
N/A
N/A
N/A
N/A
N/A
O
5.26%
2.42%
-6.11%
12.24%
-2.33%
5.76%
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Risk-Adjusted Performance
EVSEX vs. O — Risk-Adjusted Performance Rank
EVSEX
O
EVSEX vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Special Equities Fund (EVSEX) and Realty Income Corporation (O). 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
EVSEX vs. O - Dividend Comparison
EVSEX has not paid dividends to shareholders, while O's dividend yield for the trailing twelve months is around 5.64%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSEX Eaton Vance Special Equities Fund | 0.00% | 0.00% | 0.00% | 4.94% | 13.28% | 2.74% | 4.41% | 9.40% | 7.10% | 6.71% | 11.56% | 0.00% |
O Realty Income Corporation | 5.64% | 5.38% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
EVSEX vs. O - Drawdown Comparison
Volatility
EVSEX vs. O - Volatility Comparison
The current volatility for Eaton Vance Special Equities Fund (EVSEX) is 0.00%, while Realty Income Corporation (O) has a volatility of 5.69%. This indicates that EVSEX experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.