EVTMX vs. POGSX
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and Pin Oak Equity (POGSX).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
EVTMX vs. POGSX - Performance Comparison
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EVTMX vs. POGSX - 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% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, EVTMX achieves a -1.15% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, EVTMX has underperformed POGSX with an annualized return of 10.83%, while POGSX has yielded a comparatively higher 13.07% 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%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
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EVTMX vs. POGSX - Expense Ratio Comparison
EVTMX has a 0.99% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
EVTMX vs. POGSX — Risk / Return Rank
EVTMX
POGSX
EVTMX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and Pin Oak Equity (POGSX). 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 | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.74 | -1.22 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.75 | -1.90 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.85 | -2.25 |
Martin ratioReturn relative to average drawdown | 2.61 | 11.79 | -9.18 |
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 | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.74 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.71 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.29 | +0.38 |
Correlation
The correlation between EVTMX and POGSX is 0.64, 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.
Dividends
EVTMX vs. POGSX - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 9.38%, less than POGSX's 17.99% 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% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
EVTMX vs. POGSX - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -53.74%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for EVTMX and POGSX.
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Drawdown Indicators
| EVTMX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -89.46% | +35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -10.96% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -29.81% | +9.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -33.05% | -1.88% |
Current DrawdownCurrent decline from peak | -6.95% | -8.03% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -36.91% | +27.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.65% | -0.11% |
Volatility
EVTMX vs. POGSX - Volatility Comparison
Eaton Vance Dividend Builder Fund (EVTMX) and Pin Oak Equity (POGSX) have volatilities of 3.63% and 3.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVTMX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 3.76% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 12.91% | -5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 19.62% | -4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 17.85% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 18.56% | -2.18% |