EISMX vs. TMCPX
EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) and TMCPX (Touchstone Mid Cap Fund) are both mutual funds - EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance, while TMCPX is a Mid Cap Blend Equities fund managed by Touchstone. Over the past 10 years, EISMX returned 10.34%/yr vs 10.71%/yr for TMCPX. Their correlation of 0.90 means they have usually moved in the same direction. EISMX charges 0.88%/yr vs 0.93%/yr for TMCPX.
Performance
EISMX vs. TMCPX - Performance Comparison
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Returns By Period
In the year-to-date period, EISMX achieves a 5.24% return, which is significantly higher than TMCPX's 3.65% return. Both investments have delivered pretty close results over the past 10 years, with EISMX having a 10.34% annualized return and TMCPX not far ahead at 10.71%.
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
TMCPX
- 1D
- -1.64%
- 1M
- -0.59%
- 6M
- 1.77%
- YTD
- 3.65%
- 1Y
- 8.50%
- 3Y*
- 7.74%
- 5Y*
- 5.99%
- 10Y*
- 10.71%
- ALL TIME*
- 9.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EISMX vs. TMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
TMCPX Touchstone Mid Cap Fund | 3.65% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
Correlation
The correlation between EISMX and TMCPX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2003 | 0.90 |
The correlation between EISMX and TMCPX shifts across timeframes, from 0.80 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EISMX vs. TMCPX — Risk / Return Rank
EISMX
TMCPX
EISMX vs. TMCPX - Risk-Adjusted Trends Comparison
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EISMX | TMCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.07 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 0.46 | -0.56 |
| Martin ratioReturn relative to average drawdown | -0.20 | 1.20 | -1.40 |
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Drawdowns
EISMX vs. TMCPX - Drawdown Comparison
The maximum EISMX drawdown since its inception was -45.32%, 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.
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Drawdown Indicators
| EISMX | TMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.32% | -58.03% | +12.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -13.48% | +0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -21.47% | +2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -21.47% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.95% | -35.54% | -4.41% |
Current DrawdownCurrent decline from peak | -6.45% | -2.57% | -3.88% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -9.58% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.40% | 5.19% | +1.21% |
Volatility
EISMX vs. TMCPX - Volatility Comparison
Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a higher volatility of 5.63% compared to Touchstone Mid Cap Fund (TMCPX) at 4.73%. 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.
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Volatility by Period
| EISMX | TMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 4.73% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 13.41% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 17.05% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 17.98% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 18.50% | +0.37% |
EISMX vs. TMCPX - Expense Ratio Comparison
EISMX has a 0.88% expense ratio, which is lower than TMCPX's 0.93% expense ratio.
Dividends
EISMX vs. TMCPX - Dividend Comparison
EISMX's dividend yield for the trailing twelve months is around 6.11%, more than TMCPX's 2.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
TMCPX Touchstone Mid Cap Fund | 2.12% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
Frequently Asked Questions
EISMX and TMCPX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to TMCPX (4.73%). In terms of maximum drawdown, EISMX dropped -45.32% vs TMCPX's -58.03%.
TMCPX currently has the higher Sharpe Ratio (0.37 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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