KESGX vs. ERASX
KESGX (Kennedy Capital ESG SMID Cap Fund) and ERASX (Eaton Vance Atlanta Capital SMID-Cap Fund Class A) are both Mid Cap Blend Equities funds. Over the past 5 years, KESGX returned 8.06%/yr vs 5.16%/yr for ERASX. Their correlation of 0.90 means they have usually moved in the same direction. KESGX charges 0.82%/yr vs 0.81%/yr for ERASX.
Performance
KESGX vs. ERASX - Performance Comparison
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Returns By Period
In the year-to-date period, KESGX achieves a 20.48% return, which is significantly higher than ERASX's 5.31% return.
KESGX
- 1D
- 0.45%
- 1M
- -1.38%
- 6M
- 14.17%
- YTD
- 20.48%
- 1Y
- 28.88%
- 3Y*
- 14.68%
- 5Y*
- 8.06%
- 10Y*
- —
- ALL TIME*
- 12.45%
ERASX
- 1D
- -1.06%
- 1M
- 3.34%
- 6M
- 3.97%
- YTD
- 5.31%
- 1Y
- 2.49%
- 3Y*
- 7.00%
- 5Y*
- 5.16%
- 10Y*
- 11.20%
- ALL TIME*
- 11.33%
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 |
KESGX vs. ERASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
KESGX Kennedy Capital ESG SMID Cap Fund | 20.48% | 9.58% | 9.35% | 16.57% | -17.82% | 25.38% | 20.98% | 9.16% |
ERASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 5.31% | -5.59% | 17.74% | 14.08% | -8.72% | 22.10% | 11.40% | 12.88% |
Correlation
The correlation between KESGX and ERASX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2019 | 0.90 |
Over the past year, the correlation between KESGX and ERASX has dropped to 0.70 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
KESGX vs. ERASX — Risk / Return Rank
KESGX
ERASX
KESGX vs. ERASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kennedy Capital ESG SMID Cap Fund (KESGX) and Eaton Vance Atlanta Capital SMID-Cap Fund Class A (ERASX). 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.
| KESGX | ERASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.00 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | -0.09 | +2.29 |
| Martin ratioReturn relative to average drawdown | 8.17 | -0.19 | +8.36 |
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Drawdowns
KESGX vs. ERASX - Drawdown Comparison
The maximum KESGX drawdown since its inception was -41.09%, roughly equal to the maximum ERASX drawdown of -39.94%. Use the drawdown chart below to compare losses from any high point for KESGX and ERASX.
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Drawdown Indicators
| KESGX | ERASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.09% | -39.94% | -1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.67% | +0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -22.94% | -19.36% | -3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -19.77% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.94% | — |
Current DrawdownCurrent decline from peak | -2.05% | -6.30% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -5.14% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 6.38% | -3.22% |
Volatility
KESGX vs. ERASX - Volatility Comparison
The current volatility for Kennedy Capital ESG SMID Cap Fund (KESGX) is 3.60%, while Eaton Vance Atlanta Capital SMID-Cap Fund Class A (ERASX) has a volatility of 5.63%. This indicates that KESGX experiences smaller price fluctuations and is considered to be less risky than ERASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KESGX | ERASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 5.63% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 12.10% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.77% | 16.16% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 17.15% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 18.94% | +4.48% |
KESGX vs. ERASX - Expense Ratio Comparison
KESGX has a 0.82% expense ratio, which is higher than ERASX's 0.81% expense ratio.
Dividends
KESGX vs. ERASX - Dividend Comparison
KESGX's dividend yield for the trailing twelve months is around 4.34%, less than ERASX's 6.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 6.11% | 6.44% | 7.29% | 2.82% | 10.26% | 10.40% | 9.73% | 13.15% | 7.16% | 3.29% | 3.57% | 6.68% |
KESGX Kennedy Capital ESG SMID Cap Fund | 4.34% | 5.23% | 0.19% | 0.29% | 0.46% | 6.65% | 0.21% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KESGX and ERASX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ERASX has higher volatility (5.63%) compared to KESGX (3.60%). In terms of maximum drawdown, KESGX dropped -41.09% vs ERASX's -39.94%.
KESGX currently has the higher Sharpe Ratio (1.45 vs -0.07), 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.
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