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Compare · EVT vs USA

EVT vs USA

Side-by-side comparison of Eaton Vance Tax Advantaged Dividend Income Fund (EVT) and Liberty All-Star Equity Fund (USA): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVT and USA operate in Finance Companies (Finance), so they compete in similar markets.
  • EVT is the larger of the two at $2.02B, about 1.2x USA ($1.69B).
  • Over the past year, EVT is up 15.5% and USA is down 12.9% - EVT leads by 28.4 points.
  • USA has been more active in the news (3 items in the past 4 weeks vs 2 for EVT).
  • USA has more recent analyst coverage (1 ratings vs 0 for EVT).
PerformanceEVT+15.48%USA-12.88%
2025-06-03+0.00%2026-06-03
MetricEVTUSA
Company
Eaton Vance Tax Advantaged Dividend Income Fund
Liberty All-Star Equity Fund
Price
$27.00+0.04%
$5.82-0.51%
Market cap
$2.02B
$1.69B
1M return
+2.51%
+0.87%
1Y return
+15.48%
-12.88%
Industry
Finance Companies
Finance Companies
Exchange
NYSE
NYSE
IPO
2003
1986
News (4w)
2
3
Recent ratings
0
1
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.

USA

Liberty All-Star Equity Fund

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.

Latest EVT

Latest USA