GTSGX vs. TGVFX
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Touchstone Growth Opportunities Fund (TGVFX).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983. TGVFX is managed by Touchstone. It was launched on Sep 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTSGX or TGVFX.
Key characteristics
| GTSGX | TGVFX | |
|---|---|---|
| YTD Return | 6.06% | 12.74% |
| 1Y Return | 29.23% | 37.92% |
| 3Y Return (Ann) | 9.10% | 9.79% |
| 5Y Return (Ann) | 12.71% | 16.96% |
| 10Y Return (Ann) | 11.78% | 12.55% |
| Sharpe Ratio | 2.27 | 2.62 |
| Daily Std Dev | 13.05% | 14.82% |
| Max Drawdown | -38.25% | -69.41% |
| Current Drawdown | -3.26% | -1.32% |
Correlation
The correlation between GTSGX and TGVFX is 0.82, 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
GTSGX vs. TGVFX - Performance Comparison
In the year-to-date period, GTSGX achieves a 6.06% return, which is significantly lower than TGVFX's 12.74% return. Over the past 10 years, GTSGX has underperformed TGVFX with an annualized return of 11.78%, while TGVFX has yielded a comparatively higher 12.55% 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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GTSGX vs. TGVFX - Expense Ratio Comparison
GTSGX has a 0.95% expense ratio, which is lower than TGVFX's 1.25% expense ratio.
Risk-Adjusted Performance
GTSGX vs. TGVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and Touchstone Growth Opportunities Fund (TGVFX). 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
GTSGX vs. TGVFX - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 1.18%, less than TGVFX's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 1.18% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% | 20.06% | 7.05% |
TGVFX Touchstone Growth Opportunities Fund | 2.36% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% | 4.23% |
Drawdowns
GTSGX vs. TGVFX - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -38.25%, smaller than the maximum TGVFX drawdown of -69.41%. Use the drawdown chart below to compare losses from any high point for GTSGX and TGVFX. For additional features, visit the drawdowns tool.
Volatility
GTSGX vs. TGVFX - Volatility Comparison
The current volatility for Madison Mid Cap Fund (GTSGX) is 3.28%, while Touchstone Growth Opportunities Fund (TGVFX) has a volatility of 4.80%. This indicates that GTSGX experiences smaller price fluctuations and is considered to be less risky than TGVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.