EVTMX vs. RNP
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVTMX or RNP.
Correlation
The correlation between EVTMX and RNP is 0.54, 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
EVTMX vs. RNP - Performance Comparison
Key characteristics
EVTMX:
0.17
RNP:
1.00
EVTMX:
0.30
RNP:
1.42
EVTMX:
1.04
RNP:
1.18
EVTMX:
0.10
RNP:
0.88
EVTMX:
0.47
RNP:
3.01
EVTMX:
4.76%
RNP:
5.66%
EVTMX:
12.96%
RNP:
17.06%
EVTMX:
-65.04%
RNP:
-87.10%
EVTMX:
-17.18%
RNP:
-3.94%
Returns By Period
In the year-to-date period, EVTMX achieves a 0.85% return, which is significantly lower than RNP's 9.50% return. Over the past 10 years, EVTMX has underperformed RNP with an annualized return of 2.70%, while RNP has yielded a comparatively higher 9.76% annualized return.
EVTMX
0.85%
-1.41%
-4.88%
2.74%
7.71%
2.70%
RNP
9.50%
1.40%
-0.02%
18.79%
18.01%
9.76%
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Risk-Adjusted Performance
EVTMX vs. RNP — Risk-Adjusted Performance Rank
EVTMX
RNP
EVTMX vs. RNP - Risk-Adjusted Performance Comparison
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.
Dividends
EVTMX vs. RNP - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 1.53%, less than RNP's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 1.53% | 1.67% | 1.58% | 2.42% | 1.73% | 1.55% | 1.69% | 2.11% | 1.81% | 1.95% | 1.80% | 1.37% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.27% | 7.81% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% | 6.79% |
Drawdowns
EVTMX vs. RNP - Drawdown Comparison
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.
Volatility
EVTMX vs. RNP - Volatility Comparison
Eaton Vance Dividend Builder Fund (EVTMX) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) have volatilities of 4.48% and 4.33%, 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.