Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Eaton Vance Tax-Mgd Glbl Div EqEXG -0.61%54 Equity-to-Asset is 0.99 as of Apr. 2026, which is at its 10-year median of 0.99. GuruFocus rates EXG with a GF Score™ of 54/100 and a GF Value™ of $16.59 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 1,630 Asset Management companies, Eaton Vance Tax-Mgd Glbl Div Eq ranks better than 90.74% on this metric.
Eaton Vance Tax-Mgd Glbl Div Eq (NYSE:EXG) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Eaton Vance Tax-Mgd Glbl Div Eq Equity-to-Asset Related Terms
Eaton Vance Tax-Mgd Glbl Div Eq Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Eaton Vance Tax-Mgd Glbl Div Eq Equity-to-Asset Chart
EXG vs JPC, AAMI, DBRG: Equity-to-Asset Comparison
For the Asset Management subindustry, Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Eaton Vance Tax-Mgd Glbl Div Eq Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset falls into.
Eaton Vance Tax-Mgd Glbl Div Eq Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Eaton Vance Tax-Mgd Glbl Div Eq (EXG) has a Equity-to-Asset of 0.99 as of Apr. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Eaton Vance Tax-Mgd Glbl Div Eq and its competitors. This is near median its historical median of 0.99. Over the past decade, Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset has ranged from 0.98 to 1.00. According to the industry distribution chart, Eaton Vance Tax-Mgd Glbl Div Eq ranks #151 out of 1630 companies in the Asset Management industry, placing it in the top 9.3%.
Is Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset too high?
Eaton Vance Tax-Mgd Glbl Div Eq's current Equity-to-Asset of 0.99 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.98 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Eaton Vance Tax-Mgd Glbl Div Eq's value of 0.99 is 19.3% above this industry median. Based on the distribution chart, Eaton Vance Tax-Mgd Glbl Div Eq ranks #151 out of 1630 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Eaton Vance Tax-Mgd Glbl Div Eq has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Tax-Mgd Glbl Div Eq's Equity-to-Asset compare to JPC and AAMI?
According to the Asset Management industry distribution chart, Eaton Vance Tax-Mgd Glbl Div Eq ranks #151 out of 1630 companies for Equity-to-Asset. This places Eaton Vance Tax-Mgd Glbl Div Eq in the top 9% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Eaton Vance Tax-Mgd Glbl Div Eq's value of 0.99 is 19.3% above this benchmark. Historically, Eaton Vance Tax-Mgd Glbl Div Eq's own Equity-to-Asset has ranged from 0.98 to 1.00 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, Eaton Vance Tax-Mgd Glbl Div Eq has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,630 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Tax-Mgd Glbl Div Eq's current Equity-to-Asset of 0.99 is 19.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Eaton Vance Tax-Mgd Glbl Div Eq and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Tax-Mgd Glbl Div Eq's current Equity-to-Asset is 0.99, which is near median its own 10-year median of 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Tax-Mgd Glbl Div Eq stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Tax-Mgd Glbl Div Eq (EXG) is currently considered Possible Value Trap. The stock's GF Value™ is $16.59, compared to a current price of $9.84 — trading 40.7% below its estimated fair value. The current Equity-to-Asset is 0.99, which is near median its 10-year median of 0.99 and 19.3% above the Asset Management industry median of 0.83. Eaton Vance Tax-Mgd Glbl Div Eq's overall GF Score™ is 54/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Eaton Vance Tax-Mgd Glbl Div Eq (EXG), the current Equity-to-Asset is 0.99 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Eaton Vance Tax-Mgd Glbl Div Eq (EXG) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Tax-Mgd Glbl Div Eq stock appears to be undervalued.
The current stock price of $9.84 is trading 40.7% below its estimated GF Value™ of $16.59.
GuruFocus considers Eaton Vance Tax-Mgd Glbl Div Eq to be Possible Value Trap.
Key valuation signals for EXG:
Equity-to-Asset: 0.99 (near median its 10-year median of 0.99)
GF Value™: $16.59 vs. price of $9.84 (40.7% below fair value)
Industry Position: 19.3% above the Asset Management median (#151 of 1630)
No single metric tells the full story. See the EXG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Tax-Mgd Glbl Div Eq Inc is a diversified, closed-end management investment company. Its primary investment objective is to provide current income and gains. The secondary focus of the fund is capital appreciation. It invests in a diversified portfolio of domestic and foreign common stocks, emphasizing dividend-paying stocks. It writes call options on one or more U.S. and foreign indices for a portion of the value of its common stock portfolio to generate current cash flow from the options premium received. Its portfolio of investments consists of capital markets, banks, internet and direct marketing retail, biotechnology, media, oil, gas, consumable fuels, and other sectors.
54GF Score
Get the complete analysis for EXG
Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
EXG has been successfully added to your 
