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 12.2% and USA is down 13.4% - EVT leads by 25.7 points.
- Both names hit the wire about 2 times in the past 4 weeks.
- USA has more recent analyst coverage (1 ratings vs 0 for EVT).
- Company
- Eaton Vance Tax Advantaged Dividend Income Fund
- Liberty All-Star Equity Fund
- Price
- $27.05-0.17%
- $5.74-1.12%
- Market cap
- $2.02B
- $1.69B
- 1M return
- +1.16%
- -1.54%
- 1Y return
- +12.24%
- -13.42%
- Industry
- Finance Companies
- Finance Companies
- Exchange
- NYSE
- NYSE
- IPO
- 2003
- 1986
- News (4w)
- 2
- 2
- Recent ratings
- 0
- 1
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.
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
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- Eaton Vance Closed-End Funds Release Estimated Sources of Distributions
- SEC Form N-CSRS filed by Eaton Vance Tax Advantaged Dividend Income Fund
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- Eaton Vance Closed-End Funds Release Estimated Sources of Distributions
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- Eaton Vance Closed-End Funds Release Estimated Sources of Distributions
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- Eaton Vance Closed-End Funds Release Estimated Sources of Distributions
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
Latest USA
- Liberty All-Star® Equity Fund June 2026 Monthly Update
- Liberty All-Star® Equity Fund Declares Distribution
- SEC Form DEFA14A filed by Liberty All-Star Equity Fund
- SEC Form DEF 14A filed by Liberty All-Star Equity Fund
- Liberty All-Star® Equity Fund May 2026 Monthly Update
- SEC Form PRE 14A filed by Liberty All-Star Equity Fund
- Liberty All-Star® Equity Fund Announces New Portfolio Manager
- SEC Form N-30B-2 filed by Liberty All-Star Equity Fund
- President Haley Mark T bought $13,692 worth of Shares of Beneficial Interest (2,356 units at $5.81), increasing direct ownership by 1% to 175,056 units (SEC Form 4)
- Liberty All-Star® Equity Fund April 2026 Monthly Update