EISMX vs. TMCPX

In the year-to-date period, EISMX achieves a 11.73% return, which is significantly higher than TMCPX's 7.83% return. Over the past 10 years, EISMX has underperformed TMCPX with an annualized return of 5.20%, while TMCPX has yielded a comparatively higher 8.59% annualized return.

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EISMX has a 0.88% expense ratio, which is lower than TMCPX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) and Touchstone Mid Cap Fund (TMCPX). 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.

The current EISMX Sharpe Ratio is 0.86, which is higher than the TMCPX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of EISMX and TMCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither EISMX nor TMCPX has paid dividends to shareholders.

The maximum EISMX drawdown since its inception was -53.04%, smaller than the maximum TMCPX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for EISMX and TMCPX. For additional features, visit the drawdowns tool.

Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 4.98% compared to Touchstone Mid Cap Fund (TMCPX) at 4.43%. This indicates that EISMX's price experiences larger fluctuations and is considered to be riskier than TMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.