FISEX vs. EHSTX
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and Eaton Vance Large-Cap Value Fund (EHSTX).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISEX or EHSTX.
Correlation
The correlation between FISEX and EHSTX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FISEX vs. EHSTX - Performance Comparison
Key characteristics
FISEX:
1.10
EHSTX:
1.12
FISEX:
1.39
EHSTX:
1.55
FISEX:
1.23
EHSTX:
1.21
FISEX:
1.02
EHSTX:
1.25
FISEX:
3.85
EHSTX:
4.16
FISEX:
3.46%
EHSTX:
3.10%
FISEX:
12.15%
EHSTX:
11.55%
FISEX:
-58.50%
EHSTX:
-53.77%
FISEX:
-10.23%
EHSTX:
-7.28%
Returns By Period
In the year-to-date period, FISEX achieves a 2.72% return, which is significantly higher than EHSTX's 2.44% return. Over the past 10 years, FISEX has outperformed EHSTX with an annualized return of 6.11%, while EHSTX has yielded a comparatively lower 4.69% annualized return.
FISEX
2.72%
-6.82%
-0.99%
14.22%
5.93%
6.11%
EHSTX
2.44%
-0.04%
2.18%
13.48%
5.22%
4.69%
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FISEX vs. EHSTX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is lower than EHSTX's 1.01% expense ratio.
Risk-Adjusted Performance
FISEX vs. EHSTX — Risk-Adjusted Performance Rank
FISEX
EHSTX
FISEX vs. EHSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) and Eaton Vance Large-Cap Value Fund (EHSTX). 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
FISEX vs. EHSTX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 2.25%, more than EHSTX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 2.25% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
EHSTX Eaton Vance Large-Cap Value Fund | 0.98% | 1.01% | 0.98% | 1.10% | 1.01% | 1.23% | 1.18% | 1.45% | 1.23% | 1.33% | 1.56% | 1.71% |
Drawdowns
FISEX vs. EHSTX - Drawdown Comparison
The maximum FISEX drawdown since its inception was -58.50%, which is greater than EHSTX's maximum drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for FISEX and EHSTX. For additional features, visit the drawdowns tool.
Volatility
FISEX vs. EHSTX - Volatility Comparison
Franklin Equity Income Fund (FISEX) has a higher volatility of 7.82% compared to Eaton Vance Large-Cap Value Fund (EHSTX) at 4.39%. This indicates that FISEX's price experiences larger fluctuations and is considered to be riskier than EHSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.