EVTMX vs. EELDX
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981. EELDX is managed by Eaton Vance. It was launched on Feb 3, 2013.
Performance
EVTMX vs. EELDX - Performance Comparison
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EVTMX vs. EELDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | -1.15% | 8.33% | 14.27% | 11.16% | -9.94% | 24.40% | 12.33% | 36.21% | -5.39% | 18.90% |
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 1.33% | 15.80% | 14.87% | 11.46% | -6.14% | 1.55% | 7.44% | 18.34% | -4.27% | 13.05% |
Returns By Period
In the year-to-date period, EVTMX achieves a -1.15% return, which is significantly lower than EELDX's 1.33% return. Over the past 10 years, EVTMX has outperformed EELDX with an annualized return of 10.83%, while EELDX has yielded a comparatively lower 7.76% annualized return.
EVTMX
- 1D
- -0.19%
- 1M
- -6.95%
- YTD
- -1.15%
- 6M
- -3.17%
- 1Y
- 7.11%
- 3Y*
- 10.71%
- 5Y*
- 7.71%
- 10Y*
- 10.83%
EELDX
- 1D
- -0.64%
- 1M
- -3.19%
- YTD
- 1.33%
- 6M
- 6.65%
- 1Y
- 15.07%
- 3Y*
- 13.72%
- 5Y*
- 7.74%
- 10Y*
- 7.76%
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EVTMX vs. EELDX - Expense Ratio Comparison
EVTMX has a 0.99% expense ratio, which is higher than EELDX's 0.78% expense ratio.
Return for Risk
EVTMX vs. EELDX — Risk / Return Rank
EVTMX
EELDX
EVTMX vs. EELDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX). 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.
| EVTMX | EELDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 3.99 | -3.47 |
Sortino ratioReturn per unit of downside risk | 0.84 | 5.53 | -4.68 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.96 | -0.84 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 3.75 | -3.15 |
Martin ratioReturn relative to average drawdown | 2.61 | 15.15 | -12.54 |
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
| EVTMX | EELDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 3.99 | -3.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 1.70 | -1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 1.64 | -0.97 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.31 | -0.64 |
Correlation
The correlation between EVTMX and EELDX is 0.35, 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
EVTMX vs. EELDX - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 9.38%, less than EELDX's 11.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 9.38% | 9.07% | 7.40% | 3.25% | 29.74% | 6.44% | 2.62% | 8.36% | 10.71% | 9.99% | 5.81% | 11.41% |
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 11.20% | 9.44% | 8.58% | 9.02% | 9.17% | 7.87% | 7.71% | 7.86% | 8.16% | 7.90% | 4.12% | 1.65% |
Drawdowns
EVTMX vs. EELDX - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -53.74%, which is greater than EELDX's maximum drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for EVTMX and EELDX.
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Drawdown Indicators
| EVTMX | EELDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -19.12% | -34.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -3.68% | -7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -17.35% | -3.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -19.12% | -15.81% |
Current DrawdownCurrent decline from peak | -6.95% | -3.68% | -3.27% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -2.94% | -6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 0.91% | +1.63% |
Volatility
EVTMX vs. EELDX - Volatility Comparison
Eaton Vance Dividend Builder Fund (EVTMX) has a higher volatility of 3.63% compared to Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) at 1.89%. This indicates that EVTMX's price experiences larger fluctuations and is considered to be riskier than EELDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTMX | EELDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 1.89% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 2.76% | +4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 3.72% | +11.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 4.59% | +9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 4.76% | +11.62% |