Correlation
The correlation between FEMDX and EELDX is 0.36, 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.
FEMDX vs. EELDX
Compare and contrast key facts about Franklin Emerging Market Debt Opportunities Fund (FEMDX) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX).
FEMDX is managed by Franklin Templeton. It was launched on May 23, 2006. EELDX is managed by Eaton Vance. It was launched on Feb 3, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEMDX or EELDX.
Performance
FEMDX vs. EELDX - Performance Comparison
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Key characteristics
FEMDX:
1.95
EELDX:
3.39
FEMDX:
2.45
EELDX:
4.82
FEMDX:
1.40
EELDX:
1.76
FEMDX:
1.48
EELDX:
3.37
FEMDX:
6.60
EELDX:
16.40
FEMDX:
1.26%
EELDX:
0.68%
FEMDX:
4.59%
EELDX:
3.40%
FEMDX:
-31.81%
EELDX:
-19.12%
FEMDX:
-0.67%
EELDX:
-0.12%
Returns By Period
In the year-to-date period, FEMDX achieves a 2.87% return, which is significantly lower than EELDX's 5.20% return. Over the past 10 years, FEMDX has underperformed EELDX with an annualized return of 5.35%, while EELDX has yielded a comparatively higher 6.25% annualized return.
FEMDX
2.87%
1.63%
1.97%
8.87%
10.37%
8.10%
5.35%
EELDX
5.20%
2.24%
6.31%
11.55%
11.72%
8.20%
6.25%
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FEMDX vs. EELDX - Expense Ratio Comparison
FEMDX has a 1.00% expense ratio, which is higher than EELDX's 0.78% expense ratio.
Risk-Adjusted Performance
FEMDX vs. EELDX — Risk-Adjusted Performance Rank
FEMDX
EELDX
FEMDX vs. EELDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Emerging Market Debt Opportunities Fund (FEMDX) 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.
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Dividends
FEMDX vs. EELDX - Dividend Comparison
FEMDX's dividend yield for the trailing twelve months is around 4.52%, less than EELDX's 8.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEMDX Franklin Emerging Market Debt Opportunities Fund | 4.52% | 4.65% | 3.12% | 9.31% | 1.52% | 0.00% | 7.29% | 8.06% | 4.29% | 0.69% | 6.04% | 9.16% |
EELDX Eaton Vance Emerging Markets Debt Opportunities Fund | 8.44% | 8.63% | 9.07% | 9.15% | 7.89% | 7.69% | 7.87% | 8.13% | 7.87% | 4.12% | 1.65% | 3.98% |
Drawdowns
FEMDX vs. EELDX - Drawdown Comparison
The maximum FEMDX drawdown since its inception was -31.81%, which is greater than EELDX's maximum drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for FEMDX and EELDX.
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Volatility
FEMDX vs. EELDX - Volatility Comparison
Franklin Emerging Market Debt Opportunities Fund (FEMDX) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) have volatilities of 1.28% and 1.23%, 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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