FTHNX vs. EISMX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
FTHNX vs. EISMX - Performance Comparison
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FTHNX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.58% | 11.69% | 15.81% | 22.18% | -7.73% | 30.44% | 10.05% | 27.74% | -13.45% | 17.25% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | -4.80% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Returns By Period
In the year-to-date period, FTHNX achieves a 0.58% return, which is significantly higher than EISMX's -4.80% return. Over the past 10 years, FTHNX has outperformed EISMX with an annualized return of 13.10%, while EISMX has yielded a comparatively lower 9.69% annualized return.
FTHNX
- 1D
- 2.44%
- 1M
- -5.62%
- YTD
- 0.58%
- 6M
- 1.72%
- 1Y
- 19.98%
- 3Y*
- 15.26%
- 5Y*
- 9.50%
- 10Y*
- 13.10%
EISMX
- 1D
- 2.04%
- 1M
- -8.00%
- YTD
- -4.80%
- 6M
- -5.24%
- 1Y
- -6.26%
- 3Y*
- 6.06%
- 5Y*
- 4.03%
- 10Y*
- 9.69%
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FTHNX vs. EISMX - Expense Ratio Comparison
FTHNX has a 1.03% expense ratio, which is higher than EISMX's 0.88% expense ratio.
Return for Risk
FTHNX vs. EISMX — Risk / Return Rank
FTHNX
EISMX
FTHNX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) 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.
| FTHNX | EISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | -0.31 | +1.37 |
Sortino ratioReturn per unit of downside risk | 1.63 | -0.33 | +1.96 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.96 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.36 | +2.08 |
Martin ratioReturn relative to average drawdown | 6.65 | -0.82 | +7.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTHNX | EISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | -0.31 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.24 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.52 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.53 | +0.09 |
Correlation
The correlation between FTHNX and EISMX is 0.89, 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.
Dividends
FTHNX vs. EISMX - Dividend Comparison
FTHNX's dividend yield for the trailing twelve months is around 0.28%, less than EISMX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.28% | 0.28% | 7.84% | 1.60% | 0.95% | 3.55% | 0.11% | 0.11% | 0.21% | 0.09% | 0.00% | 15.47% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.75% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
Drawdowns
FTHNX vs. EISMX - Drawdown Comparison
The maximum FTHNX drawdown since its inception was -37.78%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for FTHNX and EISMX.
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Drawdown Indicators
| FTHNX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.78% | -45.32% | +7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -14.66% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -19.81% | -4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.78% | -39.95% | +2.17% |
Current DrawdownCurrent decline from peak | -7.24% | -15.38% | +8.14% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -5.77% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 6.43% | -3.22% |
Volatility
FTHNX vs. EISMX - Volatility Comparison
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a higher volatility of 5.74% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 4.80%. This indicates that FTHNX's price experiences larger fluctuations and is considered to be riskier than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTHNX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 4.80% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 11.30% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 18.96% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 17.09% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 18.83% | +1.27% |