FISGX vs. TEGAX
Compare and contrast key facts about Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Touchstone Mid Cap Growth Fund (TEGAX).
FISGX is managed by Nuveen. It was launched on Dec 28, 1989. TEGAX is managed by Touchstone. It was launched on Oct 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISGX or TEGAX.
Key characteristics
| FISGX | TEGAX | |
|---|---|---|
| YTD Return | 8.63% | 5.18% |
| 1Y Return | 20.27% | 21.42% |
| 3Y Return (Ann) | -0.50% | 3.08% |
| 5Y Return (Ann) | 9.06% | 10.34% |
| 10Y Return (Ann) | 9.19% | 10.15% |
| Sharpe Ratio | 1.37 | 1.52 |
| Daily Std Dev | 15.97% | 15.00% |
| Max Drawdown | -57.51% | -53.30% |
| Current Drawdown | -17.46% | -6.90% |
Correlation
The correlation between FISGX and TEGAX is 0.92, 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
FISGX vs. TEGAX - Performance Comparison
In the year-to-date period, FISGX achieves a 8.63% return, which is significantly higher than TEGAX's 5.18% return. Over the past 10 years, FISGX has underperformed TEGAX with an annualized return of 9.19%, while TEGAX has yielded a comparatively higher 10.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FISGX vs. TEGAX - Expense Ratio Comparison
FISGX has a 0.92% expense ratio, which is lower than TEGAX's 1.21% expense ratio.
Risk-Adjusted Performance
FISGX vs. TEGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Touchstone Mid Cap Growth Fund (TEGAX). 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
FISGX vs. TEGAX - Dividend Comparison
Neither FISGX nor TEGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 19.31% | 19.12% | 17.17% | 4.01% | 7.82% | 17.59% | 18.09% |
TEGAX Touchstone Mid Cap Growth Fund | 0.00% | 0.00% | 2.69% | 16.97% | 6.67% | 7.00% | 8.53% | 10.06% | 2.59% | 0.00% | 13.69% | 10.70% |
Drawdowns
FISGX vs. TEGAX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -57.51%, which is greater than TEGAX's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for FISGX and TEGAX. For additional features, visit the drawdowns tool.
Volatility
FISGX vs. TEGAX - Volatility Comparison
Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Touchstone Mid Cap Growth Fund (TEGAX) have volatilities of 4.25% and 4.21%, 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.