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Compare · EVV vs GRX

EVV vs GRX

Side-by-side comparison of Eaton Vance Limited Duration Income Fund (EVV) and The Gabelli Healthcare & Wellness Trust (GRX): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVV and GRX operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • EVV is the larger of the two at $1.42B, about 9.4x GRX ($151.6M).
  • Over the past year, EVV is down 7.7% and GRX is down 7.7% - GRX leads by 0.0 points.
  • EVV has been more active in the news (7 items in the past 4 weeks vs 1 for GRX).
PerformanceEVV-7.72%GRX-7.68%
2025-06-04+0.00%2026-06-03
MetricEVVGRX
Company
Eaton Vance Limited Duration Income Fund
The Gabelli Healthcare & Wellness Trust
Price
$9.27-1.07%
$8.90-0.56%
Market cap
$1.42B
$151.6M
1M return
-1.59%
-2.94%
1Y return
-7.72%
-7.68%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
AMEX
NYSE
IPO
2003
News (4w)
7
1
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.

GRX

The Gabelli Healthcare & Wellness Trust

The Gabelli Healthcare and Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies primarily operating in the healthcare and wellness sector. It invests in stocks of companies across all market capitalizations. The fund benchmarks the performance of its portfolio against the S&P 500 Index, S&P 500 Consumer Staples Index, and S&P 500 Health Care Index. The Gabelli Healthcare & Wellness Trust was formed on February 20, 2007 and is domiciled in the United States.

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