EVTMX vs. RNP

In the year-to-date period, EVTMX achieves a 2.97% return, which is significantly lower than RNP's 7.55% return. Over the past 10 years, EVTMX has underperformed RNP with an annualized return of 2.78%, while RNP has yielded a comparatively higher 10.03% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP). 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.

The current EVTMX Sharpe Ratio is 0.23, which is lower than the RNP Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of EVTMX and RNP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVTMX's dividend yield for the trailing twelve months is around 1.50%, less than RNP's 7.50% yield.

The maximum EVTMX drawdown since its inception was -65.04%, smaller than the maximum RNP drawdown of -87.10%. Use the drawdown chart below to compare losses from any high point for EVTMX and RNP. For additional features, visit the drawdowns tool.

Eaton Vance Dividend Builder Fund (EVTMX) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) have volatilities of 4.56% and 4.45%, 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.