Eaton Vance Competition

Mutual Funds . USA . 
Fund . Eaton Vance Emerging
EEIAX Fund  USD 3.26  0.02  0.62%   
Eaton Vance Emerging competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal; as well as few others. The fund is listed under Emerging-Markets Local-Currency Bond category and is part of Eaton Vance family. Analyzing Eaton Vance competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Eaton Vance to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Eaton Vance Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Eaton Vance competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
2.823.263.70
Details
Intrinsic
Valuation
LowRealHigh
3.143.584.02
Details
Naive
Forecast
LowNextHigh
2.793.233.67
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
3.233.273.31
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Eaton Vance. Your research has to be compared to or analyzed against Eaton Vance's peers to derive any actionable benefits. When done correctly, Eaton Vance's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Eaton Vance Emerging.

Eaton Vance Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Eaton Vance and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Eaton and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Eaton Vance Emerging does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.82
AAEVX
RRTLX
+ 0.81
MSTSX
AAEVX
+ 0.75
MSTSX
RRTLX
+ 0.69
LBHIX
AAEVX
+ 0.68
LBHIX
LBHIX
+ 0.67
MSTSX
  
High negative correlations   
VIASP
- 0.8
SCAXF
AAEVX
- 0.69
444859BR2
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2
RRTLX
- 0.47
BRRAY
MSTSX
- 0.45
BRRAY

Risk-Adjusted Indicators

There is a big difference between Eaton Mutual Fund performing well and Eaton Vance Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Eaton Vance's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
444859BR2  1.35 (0.09) 0.00 (0.14) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
AAEVX  0.48  0.05 (0.10)(2.13) 0.54 
(0.57)
 0.93 
(0.77)
 2.76 
RRTLX  0.23  0.00 (0.34) 0.13  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
All Fundamental Data

Eaton Vance Competitive Analysis

The better you understand Eaton Vance competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Eaton Vance's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Eaton Vance's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
EEIAX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP AAEVX
 0.62 
 3.26 
Eaton
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
 0.32 
 22.05 
Via
 0.52 
 11.61 
American
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Modest
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Above Average
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Hold
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Sell
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
996.48 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
5.82 M
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
N/A
Five Year Return
0.17
N/A
N/A
3.98
8.6
3.46
1.69
N/A
8.97
N/A
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
4.11
N/A
N/A
N/A
19.87
11.94
11.13
N/A
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
29.53
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
2.21
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Equity Positions Weight
N/A
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
87.86
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
0.95
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0065
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
0.0972
0.0176
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
59.56
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
2.26
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
1 K
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
113.24 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
2.16 M
Last Dividend Paid
0.04
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
N/A
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
N/A
Price To Sales
N/A
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
0.0649
N/A
N/A
N/A
13.69
7.32
6.09
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Ten Year Return
2.63
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
3.26
80.35
0.006
4.23
11.88
4.25
8.99
0.015
22.1
11.61
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0108
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.24
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
9.2 T
0.0
(0.29)
9.2 T
Period Momentum Indicator
0.02
(1.39)
N/A
N/A
0.15
(0.01)
0.03
N/A
(0.07)
0.06
Rate Of Daily Change
1.01
0.98
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.01
Day Median Price
3.26
80.35
0.006
4.23
11.88
4.25
8.99
0.015
22.12
11.61
Price Action Indicator
0.01
(0.70)
N/A
N/A
0.075
(0.01)
0.015
N/A
(0.10)
0.03
Relative Strength Index
12.84
42.53
N/A
23.95
31.81
17.83
31.8
N/A
68.28
50.29
Coefficient Of Variation
(812.27)
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
1440.84
1044.15
Mean Deviation
0.3389
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
0.7442
0.482
Jensen Alpha
(0.06)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
0.0748
0.0534
Total Risk Alpha
(0.13)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
(0.11)
(0.05)
Sortino Ratio
N/A
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
(0.04)
(0.10)
Downside Variance
N/A
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
1.66
0.4481
Standard Deviation
0.4371
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
1.16
0.632
Kurtosis
1.71
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
5.33
0.9771
Potential Upside
0.6173
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
2.28
0.9276
Treynor Ratio
9.38
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
(2.04)
(2.13)
Maximum Drawdown
2.15
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
7.18
2.76
Variance
0.1911
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
1.35
0.3994
Market Risk Adjusted Performance
9.39
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
(2.03)
(2.12)
Risk Adjusted Performance
(0.10)
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
0.0565
0.0711
Skewness
0.8285
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
(0.87)
(0.30)
Semi Deviation
N/A
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
1.13
0.5418
Information Ratio
(0.42)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
(0.04)
(0.11)
Value At Risk
(0.61)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
(1.20)
(0.77)
Expected Short fall
N/A
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
(0.80)
(0.57)
Downside Deviation
N/A
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
1.29
0.6694
Semi Variance
N/A
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A
1.27
0.2936

Eaton Vance Competition Performance Charts

Five steps to successful analysis of Eaton Vance Competition

Eaton Vance's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Eaton Vance Emerging in relation to its competition. Eaton Vance's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Eaton Vance in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Eaton Vance's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Eaton Vance Emerging, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Eaton Mutual Fund

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