Perella Weinberg vs Eaton Vance Tax-Managed Diversified Equity Income

Perella Weinberg Partners and Eaton Vance Tax-Managed Diversified Equity Income Fund are compared here to explain their business models, financial performance, and market context in a neutral, accessible manner. Educational content, not financial advice.

Perella Weinberg Partners and Eaton Vance Tax-Managed Diversified Equity Income Fund are compared here to explain their business models, financial performance, and market context in a neutral, accessi...

Comparison Snapshot

Key Financial Metrics

PWP

Metric

ETY

$1.98B

Market Cap

$1.61B

5.54%

Potential Profit

N/A

Buy

Analyst Rating

N/A

Investment Analysis

Perella Weinberg

PWP

Pros

Perella Weinberg Partners is a leading global independent investment banking advisory firm with a diversified client base including corporations and governments.
The firm has enhanced its industry footprint notably through strategic acquisitions like Tudor, Pickering, Holt & Co. in the energy sector.
Leadership stability with experienced founders and a CEO appointed in 2023, supporting consistent strategic direction.

Considerations

Market capitalization is relatively small at around $1.5 billion, which may imply limited scale compared to larger competitors.
The firm's earnings and revenue are subject to cyclicality and volatility inherent in investment banking advisory services.
Dividend yield is modest at approximately 1.5%, offering limited income appeal for yield-focused investors.

Eaton Vance Tax-Managed Diversified Equity Income

ETY

Pros

Eaton Vance Tax-Managed Diversified Equity Income Fund provides diversified equity exposure with a focus on tax-managed income strategies.
The fund is managed by Eaton Vance, a reputable asset management firm with a long history and strong expertise in income and tax-efficient investing.
It offers potential tax advantages to investors through its tax-managed approach, which can enhance after-tax returns.

Considerations

As an equity income fund, it may be sensitive to equity market downturns and interest rate fluctuations impacting dividend-paying stocks.
The fund’s performance and income can be affected by changes in tax laws that impact its tax-managed strategy effectiveness.
Potentially higher fees relative to non-managed equity funds, which can reduce net returns over time.

About The Companies

Perella Weinberg (PWP)

Perella Weinberg Partners (PWP) is an independent financial services firm that provides investment banking advisory and asset-management solutions, operating primarily in mergers & acquisitions, restructuring and capital markets. With a market capitalisation of about $1.73 billion, the firm earns fees from advisory mandates and management fees tied to assets under management. Its performance tends to be cyclical, linked to deal flow, market volatility and macroeconomic conditions, which can boost revenue in active markets but reduce fees during lulls. Investors should note the firm's mix of recurring asset-management fees and transaction-driven advisory income, plus exposure to competition from global banks and boutique advisers. Key considerations include AUM trends, deal pipeline, margin management and regulatory developments. This summary is for general educational purposes only and is not personal investment advice. Past performance is not indicative of future results; the stock may be suitable for investors comfortable with cyclical financial companies and deal‑flow risk.

Eaton Vance Tax-Managed Diversified Equity Income (ETY)

The Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) is a type of investment known as a closed-end fund. Its main goal is to provide investors with a regular stream of income and gains from its investments. As a secondary objective, it also aims for capital appreciation, which means growing the value of the underlying assets. The fund holds a diversified portfolio of shares in companies across a wide range of sectors, including information technology, healthcare, financials, and consumer staples. This diversification is a strategy used to spread risk, though it doesn't eliminate it. The fund is managed by Eaton Vance Management. As with any investment, the value of the fund can go down as well as up, and past performance is not a guarantee of future returns.

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Megadeal Mania

The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.

Published: June 30, 2025

Explore Basket

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Megadeal Mania

The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.

Published: June 30, 2025

Explore Basket

Discover More Comparisons

Perella Weinberg vs BlackRock ESG Capital Allocation Term Trust

Perella Weinberg vs Cohen & Steers Quality Income Realty Fund

Perella Weinberg Partners vs Cohen & Steers Quality Income Realty Fund

Perella Weinberg vs Gabelli Equity Trust

Perella Weinberg vs Eaton Vance Tax-Managed Diversified Equity Income

Comparison Snapshot

Investment Analysis

Perella Weinberg

Pros

Considerations

Eaton Vance Tax-Managed Diversified Equity Income

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Megadeal Mania

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Megadeal Mania

Buy PWP or ETY in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Perella Weinberg vs BlackRock ESG Capital Allocation Term Trust

Perella Weinberg vs Cohen & Steers Quality Income Realty Fund

Perella Weinberg vs Gabelli Equity Trust

Frequently asked questions

Comparison Snapshot

About The Companies

Perella Weinberg vs Eaton Vance Tax-Managed Diversified Equity Income

Comparison Snapshot

Investment Analysis

Perella Weinberg

Pros

Considerations

Eaton Vance Tax-Managed Diversified Equity Income

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Megadeal Mania

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Megadeal Mania

Buy PWP or ETY in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Perella Weinberg vs BlackRock ESG Capital Allocation Term Trust

Perella Weinberg vs Cohen & Steers Quality Income Realty Fund

Perella Weinberg vs Gabelli Equity Trust

Frequently asked questions

What is the main difference between a corporate advisory firm and an investment fund in this comparison?

Why are market position and scale important when comparing these two entities?

How should I interpret ‘pros’ and ‘cons’ in the context of these two stocks?

What type of exposure does Stock 2 offer to an investor?

What are common risk themes to consider for Stock 1?

How might fees affect the returns of Stock 2 compared with a non-managed equity fund?

How do tax considerations influence Stock 2's investment approach?

What external factors could affect Stock 1’s advisory business outlook?

How should a learner approach reading these pros and cons in a comparison page?

What is the educational disclaimer for this comparison page?

Comparison Snapshot

About The Companies