BTMFX vs. TLVAX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX).
BTMFX is managed by Boston Trust Walden. TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999.
Performance
BTMFX vs. TLVAX - Performance Comparison
Loading graphics...
BTMFX vs. TLVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -3.57% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 1.75% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -8.93% | 17.50% |
Returns By Period
In the year-to-date period, BTMFX achieves a -3.57% return, which is significantly lower than TLVAX's 1.75% return. Both investments have delivered pretty close results over the past 10 years, with BTMFX having a 9.66% annualized return and TLVAX not far behind at 9.37%.
BTMFX
- 1D
- -0.09%
- 1M
- -7.33%
- YTD
- -3.57%
- 6M
- -3.90%
- 1Y
- 1.77%
- 3Y*
- 6.45%
- 5Y*
- 5.48%
- 10Y*
- 9.66%
TLVAX
- 1D
- -0.50%
- 1M
- -7.27%
- YTD
- 1.75%
- 6M
- -0.26%
- 1Y
- 7.30%
- 3Y*
- 9.08%
- 5Y*
- 7.32%
- 10Y*
- 9.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BTMFX vs. TLVAX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is lower than TLVAX's 1.58% expense ratio.
Return for Risk
BTMFX vs. TLVAX — Risk / Return Rank
BTMFX
TLVAX
BTMFX vs. TLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX). 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.
| BTMFX | TLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.51 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.85 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.11 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.62 | -0.52 |
Martin ratioReturn relative to average drawdown | 0.41 | 2.41 | -2.00 |
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
| BTMFX | TLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.51 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.48 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.43 | +0.04 |
Correlation
The correlation between BTMFX and TLVAX 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
BTMFX vs. TLVAX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.26%, more than TLVAX's 9.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.26% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 9.01% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
Drawdowns
BTMFX vs. TLVAX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum TLVAX drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for BTMFX and TLVAX.
Loading graphics...
Drawdown Indicators
| BTMFX | TLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -55.23% | +5.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -11.09% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -20.69% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -37.34% | +0.20% |
Current DrawdownCurrent decline from peak | -7.79% | -7.46% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -8.30% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.87% | +0.05% |
Volatility
BTMFX vs. TLVAX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.22%, while Timothy Plan Large/Mid Cap Value Fund (TLVAX) has a volatility of 3.72%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than TLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BTMFX | TLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.72% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 8.56% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 15.87% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 15.41% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 17.01% | +0.43% |