EISMX vs. TMCPX

In the year-to-date period, EISMX achieves a 20.89% return, which is significantly higher than TMCPX's 15.67% return. Over the past 10 years, EISMX has underperformed TMCPX with an annualized return of 5.74%, while TMCPX has yielded a comparatively higher 9.48% 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 1.95, which is comparable to the TMCPX Sharpe Ratio of 1.71. 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.

EISMX's dividend yield for the trailing twelve months is around 0.09%, less than TMCPX's 0.29% yield.

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) and Touchstone Mid Cap Fund (TMCPX) have volatilities of 4.50% and 4.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.