Correlation
The correlation between GWGIX and EISMX is 0.85, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWGIX or EISMX.
Performance
GWGIX vs. EISMX - Performance Comparison
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Key characteristics
GWGIX:
-0.01
EISMX:
0.19
GWGIX:
0.11
EISMX:
0.41
GWGIX:
1.01
EISMX:
1.05
GWGIX:
-0.03
EISMX:
0.16
GWGIX:
-0.09
EISMX:
0.45
GWGIX:
9.03%
EISMX:
7.36%
GWGIX:
22.20%
EISMX:
18.03%
GWGIX:
-37.41%
EISMX:
-45.32%
GWGIX:
-14.60%
EISMX:
-10.81%
Returns By Period
In the year-to-date period, GWGIX achieves a -7.07% return, which is significantly lower than EISMX's -3.44% return.
GWGIX
-7.07%
4.82%
-13.90%
-0.28%
4.50%
9.82%
N/A
EISMX
-3.44%
2.95%
-10.33%
3.47%
8.04%
11.84%
10.81%
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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.
Risk-Adjusted Performance
GWGIX vs. EISMX — Risk-Adjusted Performance Rank
GWGIX
EISMX
GWGIX vs. EISMX - Risk-Adjusted Performance 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.
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Dividends
GWGIX vs. EISMX - Dividend Comparison
GWGIX's dividend yield for the trailing twelve months is around 1.02%, less than EISMX's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWGIX AMG GW&K Small/Mid Cap Fund | 1.02% | 0.95% | 0.19% | 4.22% | 5.46% | 0.12% | 0.25% | 2.48% | 1.45% | 0.05% | 0.00% | 0.00% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 3.76% | 3.63% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.69% | 3.02% |
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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Volatility
GWGIX vs. EISMX - Volatility Comparison
AMG GW&K Small/Mid Cap Fund (GWGIX) has a higher volatility of 6.49% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 5.29%. 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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