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Compare · EVV vs SCM

EVV vs SCM

Side-by-side comparison of Eaton Vance Limited Duration Income Fund (EVV) and Stellus Capital Investment Corporation (SCM): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVV and SCM operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • EVV is the larger of the two at $1.42B, about 5.6x SCM ($254.2M).
  • Over the past year, EVV is down 8.6% and SCM is down 35.6% - EVV leads by 27.0 points.
  • EVV has been more active in the news (8 items in the past 4 weeks vs 1 for SCM).
  • SCM has more recent analyst coverage (8 ratings vs 0 for EVV).
PerformanceEVV-8.97%SCM-35.58%
2025-06-12+0.00%2026-06-11
MetricEVVSCM
Company
Eaton Vance Limited Duration Income Fund
Stellus Capital Investment Corporation
Price
$9.24+0.22%
$8.78-1.35%
Market cap
$1.42B
$254.2M
1M return
-1.49%
-7.48%
1Y return
-8.56%
-35.58%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
AMEX
NYSE
IPO
2003
2012
News (4w)
8
1
Recent ratings
0
8
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.

SCM

Stellus Capital Investment Corporation

Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.

Latest EVV

Latest SCM