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).
- 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
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
- 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
- Eaton Vance Closed-End Funds Release Estimated Sources of Distributions
Latest USA
- 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
- Access Person of the Fund Milas Robert bought $9,894 worth of Shares of Beneficial Interest (1,700 units at $5.82), increasing direct ownership by 42% to 5,759 units (SEC Form 4)
- Liberty All-Star® Equity Fund March 2026 Monthly Update
- Liberty All-Star® Equity Fund Declares Distribution
- Liberty All-Star® Equity Fund February 2026 Monthly Update
- SEC Form N-CEN filed by Liberty All-Star Equity Fund
- SEC Form N-CSR filed by Liberty All-Star Equity Fund
- Liberty All-Star® Equity Fund January 2026 Monthly Update