GWGIX vs. EISMX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Fund (GWGIX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
GWGIX is managed by AMG. It was launched on Jun 30, 2015. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
GWGIX vs. EISMX - Performance Comparison
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GWGIX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWGIX AMG GW&K Small/Mid Cap Fund | 3.53% | 1.53% | 10.85% | 14.76% | -18.09% | 26.01% | 23.31% | 31.02% | -8.14% | 15.44% |
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, GWGIX achieves a 3.53% return, which is significantly higher than EISMX's -4.80% return. Both investments have delivered pretty close results over the past 10 years, with GWGIX having a 10.12% annualized return and EISMX not far behind at 9.69%.
GWGIX
- 1D
- 3.32%
- 1M
- -5.86%
- YTD
- 3.53%
- 6M
- 2.05%
- 1Y
- 14.15%
- 3Y*
- 8.74%
- 5Y*
- 4.28%
- 10Y*
- 10.12%
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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GWGIX vs. EISMX - Expense Ratio Comparison
GWGIX has a 0.87% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Return for Risk
GWGIX vs. EISMX — Risk / Return Rank
GWGIX
EISMX
GWGIX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Fund (GWGIX) 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.
| GWGIX | EISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | -0.31 | +0.98 |
Sortino ratioReturn per unit of downside risk | 1.08 | -0.33 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.96 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.36 | +1.18 |
Martin ratioReturn relative to average drawdown | 3.12 | -0.82 | +3.93 |
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
| GWGIX | EISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | -0.31 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.24 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.52 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.53 | -0.03 |
Correlation
The correlation between GWGIX and EISMX is 0.91, 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
GWGIX vs. EISMX - Dividend Comparison
GWGIX has not paid dividends to shareholders, while EISMX's dividend yield for the trailing twelve months is around 6.75%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWGIX AMG GW&K Small/Mid Cap Fund | 0.00% | 0.00% | 0.95% | 0.19% | 4.22% | 5.45% | 0.12% | 0.37% | 2.48% | 1.46% | 0.05% | 0.00% |
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
GWGIX vs. EISMX - Drawdown Comparison
The maximum GWGIX drawdown since its inception was -37.41%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for GWGIX and EISMX.
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Drawdown Indicators
| GWGIX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -45.32% | +7.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.61% | -14.66% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -19.81% | -7.37% |
Max Drawdown (10Y)Largest decline over 10 years | -37.41% | -39.95% | +2.54% |
Current DrawdownCurrent decline from peak | -6.91% | -15.38% | +8.47% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -5.77% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 6.43% | -2.79% |
Volatility
GWGIX vs. EISMX - Volatility Comparison
AMG GW&K Small/Mid Cap Fund (GWGIX) has a higher volatility of 7.36% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 4.80%. This indicates that GWGIX'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
| GWGIX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 4.80% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 11.30% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.97% | 18.96% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 17.09% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.20% | 18.83% | +1.37% |