PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
DEVLX vs. TCMSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DEVLX vs. TCMSX

Last updated May 12, 2025

Compare and contrast key facts about Delaware Small Cap Value Fund (DEVLX) and Voya Small Cap Growth Fund (TCMSX).

DEVLX is managed by Delaware Funds. It was launched on Jun 24, 1987. TCMSX is managed by TCM Funds. It was launched on Oct 1, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEVLX or TCMSX.

Correlation

The correlation between DEVLX and TCMSX is 1.00, 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.

Performance

DEVLX vs. TCMSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Small Cap Value Fund (DEVLX) and Voya Small Cap Growth Fund (TCMSX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

DEVLX:

14.62%

TCMSX:

20.19%

Max Drawdown

DEVLX:

-0.46%

TCMSX:

-1.61%

Current Drawdown

DEVLX:

-0.08%

TCMSX:

-0.56%

Returns By Period

DEVLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TCMSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DEVLX vs. TCMSX - Expense Ratio Comparison

DEVLX has a 1.11% expense ratio, which is higher than TCMSX's 0.93% expense ratio.

DEVLX
Delaware Small Cap Value Fund
TCMSX
Voya Small Cap Growth Fund

Risk-Adjusted Performance

DEVLX vs. TCMSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DEVLX
The Risk-Adjusted Performance Rank of DEVLX is 2727
Overall Rank
The Sharpe Ratio Rank of DEVLX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of DEVLX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of DEVLX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of DEVLX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of DEVLX is 2626
Martin Ratio Rank
TCMSX
The Risk-Adjusted Performance Rank of TCMSX is 1414
Overall Rank
The Sharpe Ratio Rank of TCMSX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of TCMSX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of TCMSX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of TCMSX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of TCMSX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DEVLX vs. TCMSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Value Fund (DEVLX) and Voya Small Cap Growth Fund (TCMSX). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

DEVLX vs. TCMSX - Dividend Comparison

DEVLX's dividend yield for the trailing twelve months is around 1.29%, less than TCMSX's 2.11% yield.

TTM20242023202220212020201920182017201620152014
DEVLX
Delaware Small Cap Value Fund		1.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TCMSX
Voya Small Cap Growth Fund		2.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DEVLX vs. TCMSX - Drawdown Comparison

The maximum DEVLX drawdown since its inception was -0.46%, smaller than the maximum TCMSX drawdown of -1.61%. Use the drawdown chart below to compare losses from any high point for DEVLX and TCMSX. For additional features, visit the drawdowns tool.

Loading data...

Volatility

DEVLX vs. TCMSX - Volatility Comparison

Loading data...