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Compare · EVT vs PFO

EVT vs PFO

Side-by-side comparison of Eaton Vance Tax Advantaged Dividend Income Fund (EVT) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inco (PFO): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVT and PFO operate in Finance Companies (Finance), so they compete in similar markets.
  • EVT is the larger of the two at $2.02B, about 13.3x PFO ($152.1M).
  • Over the past year, EVT is up 16.0% and PFO is up 2.7% - EVT leads by 13.3 points.
  • EVT has been more active in the news (2 items in the past 4 weeks vs 1 for PFO).
PerformanceEVT+16.00%PFO+2.75%
2025-06-02+0.00%2026-06-01
MetricEVTPFO
Company
Eaton Vance Tax Advantaged Dividend Income Fund
Flaherty & Crumrine Preferred and Income Opportunity Fund Inco
Price
$26.97-0.41%
$9.16-0.43%
Market cap
$2.02B
$152.1M
1M return
+2.47%
-0.43%
1Y return
+16.00%
+2.75%
Industry
Finance Companies
Finance Companies
Exchange
NYSE
NYSE
IPO
2003
1992
News (4w)
2
1
Recent ratings
0
0
EVT

Eaton Vance Tax Advantaged Dividend Income Fund

Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across the diversified sectors. The fund primarily invests in dividend paying value stocks of companies that qualify for favorable federal income tax treatment. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. Eaton Vance Tax-Advantaged Dividend Income Fund was formed on September 30, 2003 and is domiciled in the United States.

PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund Inco

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred securities. It benchmarks the performance of its portfolio against S&P 500 Index and Barclays Capital U.S. Aggregate Index. Flaherty & Crumrine Preferred Income Opportunity Fund Inc. was formed on December 10, 1991 and is domiciled in the United States.

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