AAUTX vs. TSCSX
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
AAUTX vs. TSCSX - Performance Comparison
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AAUTX vs. TSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 0.62% | 19.31% | 21.28% | 12.63% | -4.89% | 31.65% | 4.31% | 23.66% | -8.82% | 12.59% |
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, AAUTX achieves a 0.62% return, which is significantly higher than TSCSX's -3.28% return. Both investments have delivered pretty close results over the past 10 years, with AAUTX having a 11.84% annualized return and TSCSX not far behind at 11.51%.
AAUTX
- 1D
- -0.34%
- 1M
- -6.35%
- YTD
- 0.62%
- 6M
- 5.51%
- 1Y
- 17.78%
- 3Y*
- 17.86%
- 5Y*
- 12.57%
- 10Y*
- 11.84%
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%
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AAUTX vs. TSCSX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than TSCSX's 0.80% expense ratio.
Return for Risk
AAUTX vs. TSCSX — Risk / Return Rank
AAUTX
TSCSX
AAUTX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) 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.
| AAUTX | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.46 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.70 | 0.81 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.11 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.56 | +0.91 |
Martin ratioReturn relative to average drawdown | 6.71 | 2.01 | +4.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAUTX | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.46 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.19 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.52 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.39 | +0.04 |
Correlation
The correlation between AAUTX and TSCSX is 0.86, 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
AAUTX vs. TSCSX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 5.25%, more than TSCSX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 5.25% | 5.28% | 16.25% | 3.22% | 6.12% | 7.62% | 6.33% | 1.52% | 7.44% | 1.08% | 1.18% | 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
AAUTX vs. TSCSX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -54.34%, roughly equal to the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for AAUTX and TSCSX.
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Drawdown Indicators
| AAUTX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.34% | -56.66% | +2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -14.31% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -27.04% | +8.33% |
Max Drawdown (10Y)Largest decline over 10 years | -38.88% | -41.63% | +2.75% |
Current DrawdownCurrent decline from peak | -6.45% | -11.36% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -10.29% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.96% | -1.40% |
Volatility
AAUTX vs. TSCSX - Volatility Comparison
The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 3.62%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that AAUTX 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.
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Volatility by Period
| AAUTX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 6.31% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 12.48% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 22.16% | -6.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 21.65% | -5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 22.08% | -4.27% |