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Compare · EVV vs FEN

EVV vs FEN

Side-by-side comparison of Eaton Vance Limited Duration Income Fund (EVV) and First Trust Energy Income and Growth Fund (FEN): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVV and FEN operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • EVV is the larger of the two at $1.42B, about 4.8x FEN ($296.5M).
  • EVV has hit the wire 8 times in the past 4 weeks while FEN has been quiet.
MetricEVVFEN
Company
Eaton Vance Limited Duration Income Fund
First Trust Energy Income and Growth Fund
Price
$9.23-0.11%
$15.96-0.44%
Market cap
$1.42B
$296.5M
1M return
-3.05%
-
1Y return
-8.25%
-
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
AMEX
AMEX
IPO
2003
2004
News (4w)
8
0
Recent ratings
0
0
EVV

Eaton Vance Limited Duration Income Fund

Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below investment grade. The fund seeks to maintain an average duration of three and a half years and average quality BBB/BBB- in its investments. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States.

FEN

First Trust Energy Income and Growth Fund

First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector, including companies in the business of transporting, processing, storing, distributing, or marketing natural gas, natural gas liquids (including propane), crude oil, refined petroleum products, coal or electricity, or exploring, developing, managing or producing such commodities or products, or in supplying energy-related products and services. The fund primarily invests in growth stocks of companies, energy sector MLPs, and MLP-related entities. It employs a combination of fundamental and quantitative analysis, focusing on such factors as debt to cash flows, coverage ratios, incentive structure, management team, track record of distribution, and dividend growth to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index, Barclays Capital U.S. Credit Index of Corporate Bonds, Alerian MLP Total Return Index, Wells Fargo Midstream MLP Total Return Index, and composite index comprised of 50% Alerian MLP Total Return Index and 50% Wells Fargo Midstream MLP Total Return Index. It was formerly known as Energy Income & Growth Fund. First Trust Energy Income and Growth Fund was formed on March 25, 2004 and is domiciled in the United States.

Latest EVV

Latest FEN