FMIMX vs. EISMX
FMIMX (FMI Common Stock Fund) and EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) are both mutual funds - FMIMX is a Mid Cap Blend Equities fund managed by FMI, while EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance. Over the past 10 years, FMIMX returned 11.95%/yr vs 10.34%/yr for EISMX. Their correlation of 0.92 means they have usually moved in the same direction. FMIMX charges 1.01%/yr vs 0.88%/yr for EISMX.
Performance
FMIMX vs. EISMX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FMIMX achieves a 18.51% return, which is significantly higher than EISMX's 5.24% return. Over the past 10 years, FMIMX has outperformed EISMX with an annualized return of 11.95%, while EISMX has yielded a comparatively lower 10.34% annualized return.
FMIMX
- 1D
- -0.78%
- 1M
- 2.67%
- 6M
- 11.88%
- YTD
- 18.51%
- 1Y
- 17.90%
- 3Y*
- 12.77%
- 5Y*
- 10.68%
- 10Y*
- 11.95%
- ALL TIME*
- 9.43%
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FMIMX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 18.51% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Correlation
The correlation between FMIMX and EISMX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2002 | 0.92 |
The correlation between FMIMX and EISMX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FMIMX vs. EISMX — Risk / Return Rank
FMIMX
EISMX
FMIMX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FMIMX | EISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.00 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | -0.10 | +1.19 |
| Martin ratioReturn relative to average drawdown | 2.71 | -0.20 | +2.91 |
Loading charts...
Drawdowns
FMIMX vs. EISMX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.09%, which is greater than EISMX's maximum drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for FMIMX and EISMX.
Loading charts...
Drawdown Indicators
| FMIMX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.09% | -45.32% | -13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.69% | -1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.31% | -19.39% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -19.81% | -1.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -39.95% | +1.88% |
Current DrawdownCurrent decline from peak | -0.78% | -6.45% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -10.42% | -5.86% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 6.40% | -0.84% |
Volatility
FMIMX vs. EISMX - Volatility Comparison
The current volatility for FMI Common Stock Fund (FMIMX) is 5.12%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 5.63%. This indicates that FMIMX experiences smaller price fluctuations and is considered to be less risky than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FMIMX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 5.63% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | 12.13% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 16.19% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 17.21% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.23% | 18.87% | +0.36% |
FMIMX vs. EISMX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than EISMX's 0.88% expense ratio.
Dividends
FMIMX vs. EISMX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 11.17%, more than EISMX's 6.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
FMIMX FMI Common Stock Fund | 11.17% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
Frequently Asked Questions
FMIMX and EISMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to FMIMX (5.12%). In terms of maximum drawdown, FMIMX dropped -59.09% vs EISMX's -45.32%.
FMIMX currently has the higher Sharpe Ratio (0.86 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FMIMX and EISMX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer