AASCX vs. TSCSX
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
AASCX vs. TSCSX - Performance Comparison
Loading graphics...
AASCX vs. TSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | -2.46% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -10.73% | 8.73% |
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
Returns By Period
In the year-to-date period, AASCX achieves a -2.46% return, which is significantly higher than TSCSX's -3.28% return. Over the past 10 years, AASCX has underperformed TSCSX with an annualized return of 9.54%, while TSCSX has yielded a comparatively higher 11.51% annualized return.
AASCX
- 1D
- -0.55%
- 1M
- -8.42%
- YTD
- -2.46%
- 6M
- -0.79%
- 1Y
- 5.94%
- 3Y*
- 8.12%
- 5Y*
- 4.94%
- 10Y*
- 9.54%
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AASCX vs. TSCSX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is higher than TSCSX's 0.80% expense ratio.
Return for Risk
AASCX vs. TSCSX — Risk / Return Rank
AASCX
TSCSX
AASCX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Thrivent Small Cap Stock Fund Class S (TSCSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AASCX | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.46 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.81 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.56 | -0.27 |
Martin ratioReturn relative to average drawdown | 1.17 | 2.01 | -0.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AASCX | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.46 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.19 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.52 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.39 | -0.03 |
Correlation
The correlation between AASCX and TSCSX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AASCX vs. TSCSX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 15.35%, more than TSCSX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 15.35% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% | 0.00% |
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
Drawdowns
AASCX vs. TSCSX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, roughly equal to the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for AASCX and TSCSX.
Loading graphics...
Drawdown Indicators
| AASCX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -56.66% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -14.31% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -27.04% | -5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -41.63% | +0.96% |
Current DrawdownCurrent decline from peak | -9.01% | -11.36% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -10.29% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 3.96% | -0.61% |
Volatility
AASCX vs. TSCSX - Volatility Comparison
The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 5.49%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that AASCX experiences smaller price fluctuations and is considered to be less risky than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AASCX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.31% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 12.48% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 22.16% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 21.65% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.81% | 22.08% | -1.27% |