DHMAX vs. TEQAX
Compare and contrast key facts about Diamond Hill Small-Mid Cap Fund (DHMAX) and Touchstone Global ESG Equity Fund (TEQAX).
DHMAX is managed by Diamond Hill. It was launched on Dec 30, 2005. TEQAX is managed by Touchstone. It was launched on Dec 18, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHMAX or TEQAX.
Correlation
The correlation between DHMAX and TEQAX is 0.80, 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
DHMAX vs. TEQAX - Performance Comparison
Key characteristics
DHMAX:
0.33
TEQAX:
1.32
DHMAX:
0.57
TEQAX:
1.89
DHMAX:
1.07
TEQAX:
1.23
DHMAX:
0.36
TEQAX:
0.43
DHMAX:
0.98
TEQAX:
4.81
DHMAX:
5.70%
TEQAX:
3.82%
DHMAX:
16.79%
TEQAX:
13.91%
DHMAX:
-58.13%
TEQAX:
-72.10%
DHMAX:
-11.33%
TEQAX:
-32.68%
Returns By Period
In the year-to-date period, DHMAX achieves a 2.40% return, which is significantly lower than TEQAX's 9.82% return. Over the past 10 years, DHMAX has outperformed TEQAX with an annualized return of 3.61%, while TEQAX has yielded a comparatively lower -0.19% annualized return.
DHMAX
2.40%
1.52%
-1.64%
1.66%
3.95%
3.61%
TEQAX
9.82%
8.32%
5.22%
15.87%
5.38%
-0.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DHMAX vs. TEQAX - Expense Ratio Comparison
DHMAX has a 1.21% expense ratio, which is higher than TEQAX's 1.16% expense ratio.
Risk-Adjusted Performance
DHMAX vs. TEQAX — Risk-Adjusted Performance Rank
DHMAX
TEQAX
DHMAX vs. TEQAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Small-Mid Cap Fund (DHMAX) and Touchstone Global ESG Equity Fund (TEQAX). 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.
Dividends
DHMAX vs. TEQAX - Dividend Comparison
DHMAX's dividend yield for the trailing twelve months is around 0.98%, less than TEQAX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHMAX Diamond Hill Small-Mid Cap Fund | 0.98% | 1.00% | 0.26% | 0.52% | 0.19% | 0.45% | 0.64% | 0.19% | 0.13% | 0.06% | 0.15% | 0.10% |
TEQAX Touchstone Global ESG Equity Fund | 1.39% | 1.53% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% |
Drawdowns
DHMAX vs. TEQAX - Drawdown Comparison
The maximum DHMAX drawdown since its inception was -58.13%, smaller than the maximum TEQAX drawdown of -72.10%. Use the drawdown chart below to compare losses from any high point for DHMAX and TEQAX. For additional features, visit the drawdowns tool.
Volatility
DHMAX vs. TEQAX - Volatility Comparison
The current volatility for Diamond Hill Small-Mid Cap Fund (DHMAX) is 3.31%, while Touchstone Global ESG Equity Fund (TEQAX) has a volatility of 3.96%. This indicates that DHMAX experiences smaller price fluctuations and is considered to be less risky than TEQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.