MFIC vs. ETOHX
Compare and contrast key facts about MidCap Financial Investment Corporation (MFIC) and Eaton Vance Ohio Municipal Income Fund (ETOHX).
ETOHX is managed by Eaton Vance. It was launched on Dec 6, 1993.
Performance
MFIC vs. ETOHX - Performance Comparison
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MFIC vs. ETOHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 1.30% | -4.34% | 11.25% | 35.48% | 0.19% | 33.67% | -28.54% | 56.97% | -18.11% | 6.51% |
ETOHX Eaton Vance Ohio Municipal Income Fund | -0.51% | 4.00% | 1.45% | 4.85% | -8.30% | 0.94% | 5.43% | 8.09% | 0.88% | 4.54% |
Returns By Period
In the year-to-date period, MFIC achieves a 1.30% return, which is significantly higher than ETOHX's -0.51% return. Over the past 10 years, MFIC has outperformed ETOHX with an annualized return of 7.96%, while ETOHX has yielded a comparatively lower 1.92% annualized return.
MFIC
- 1D
- 0.00%
- 1M
- 14.40%
- YTD
- 1.30%
- 6M
- 1.20%
- 1Y
- -1.23%
- 3Y*
- 12.18%
- 5Y*
- 7.89%
- 10Y*
- 7.96%
ETOHX
- 1D
- 0.25%
- 1M
- -2.16%
- YTD
- -0.51%
- 6M
- 0.71%
- 1Y
- 3.04%
- 3Y*
- 2.47%
- 5Y*
- 0.50%
- 10Y*
- 1.92%
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Return for Risk
MFIC vs. ETOHX — Risk / Return Rank
MFIC
ETOHX
MFIC vs. ETOHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and Eaton Vance Ohio Municipal Income Fund (ETOHX). 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.
| MFIC | ETOHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.04 | 0.72 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.14 | 1.00 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 0.90 | -0.96 |
Martin ratioReturn relative to average drawdown | -0.15 | 3.03 | -3.18 |
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
| MFIC | ETOHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.72 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.13 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.46 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.83 | -0.68 |
Correlation
The correlation between MFIC and ETOHX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MFIC vs. ETOHX - Dividend Comparison
MFIC's dividend yield for the trailing twelve months is around 12.90%, more than ETOHX's 3.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 12.90% | 13.29% | 12.75% | 11.11% | 12.37% | 11.26% | 15.25% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% |
ETOHX Eaton Vance Ohio Municipal Income Fund | 3.48% | 4.24% | 3.62% | 2.42% | 2.81% | 2.56% | 2.77% | 3.40% | 3.11% | 3.42% | 3.58% | 3.73% |
Drawdowns
MFIC vs. ETOHX - Drawdown Comparison
The maximum MFIC drawdown since its inception was -87.97%, which is greater than ETOHX's maximum drawdown of -21.71%. Use the drawdown chart below to compare losses from any high point for MFIC and ETOHX.
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Drawdown Indicators
| MFIC | ETOHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.97% | -21.71% | -66.26% |
Max Drawdown (1Y)Largest decline over 1 year | -23.46% | -4.72% | -18.74% |
Max Drawdown (5Y)Largest decline over 5 years | -26.97% | -13.00% | -13.97% |
Max Drawdown (10Y)Largest decline over 10 years | -67.77% | -13.00% | -54.77% |
Current DrawdownCurrent decline from peak | -11.47% | -2.40% | -9.07% |
Average DrawdownAverage peak-to-trough decline | -17.58% | -2.45% | -15.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.57% | 1.40% | +7.17% |
Volatility
MFIC vs. ETOHX - Volatility Comparison
MidCap Financial Investment Corporation (MFIC) has a higher volatility of 8.18% compared to Eaton Vance Ohio Municipal Income Fund (ETOHX) at 1.19%. This indicates that MFIC's price experiences larger fluctuations and is considered to be riskier than ETOHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFIC | ETOHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 1.19% | +6.99% |
Volatility (6M)Calculated over the trailing 6-month period | 19.11% | 1.74% | +17.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.43% | 4.81% | +23.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 3.84% | +18.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.99% | 4.18% | +25.81% |