EVT vs. AMECX
Compare and contrast key facts about Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and American Funds The Income Fund of America Class A (AMECX).
EVT is managed by Eaton Vance. It was launched on Sep 30, 2003. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
EVT vs. AMECX - Performance Comparison
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EVT vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | -0.60% | 13.79% | 17.34% | 5.78% | -17.33% | 33.94% | 1.72% | 44.71% | -11.92% | 21.80% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, EVT achieves a -0.60% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, EVT has outperformed AMECX with an annualized return of 10.72%, while AMECX has yielded a comparatively lower 8.35% annualized return.
EVT
- 1D
- 2.55%
- 1M
- -6.14%
- YTD
- -0.60%
- 6M
- 4.46%
- 1Y
- 14.47%
- 3Y*
- 11.56%
- 5Y*
- 6.69%
- 10Y*
- 10.72%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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EVT vs. AMECX - Expense Ratio Comparison
EVT has a 0.01% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
EVT vs. AMECX — Risk / Return Rank
EVT
AMECX
EVT vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and American Funds The Income Fund of America Class A (AMECX). 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.
| EVT | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.65 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.27 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.97 | -0.81 |
Martin ratioReturn relative to average drawdown | 5.04 | 9.13 | -4.09 |
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
| EVT | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.65 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.86 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.79 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.72 | -0.32 |
Correlation
The correlation between EVT and AMECX is 0.72, 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.
Dividends
EVT vs. AMECX - Dividend Comparison
EVT's dividend yield for the trailing twelve months is around 8.05%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | 8.05% | 7.84% | 8.02% | 8.03% | 8.44% | 5.65% | 7.97% | 6.82% | 9.16% | 6.85% | 8.47% | 7.49% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
EVT vs. AMECX - Drawdown Comparison
The maximum EVT drawdown since its inception was -74.01%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for EVT and AMECX.
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Drawdown Indicators
| EVT | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.01% | -41.92% | -32.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.02% | -8.19% | -4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -28.23% | -15.78% | -12.45% |
Max Drawdown (10Y)Largest decline over 10 years | -52.03% | -26.13% | -25.90% |
Current DrawdownCurrent decline from peak | -6.28% | -4.48% | -1.80% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -4.46% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 1.77% | +1.21% |
Volatility
EVT vs. AMECX - Volatility Comparison
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a higher volatility of 5.20% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that EVT's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVT | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 3.35% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 5.64% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 9.54% | +7.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 9.45% | +7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 10.67% | +9.93% |