HAGAX vs. TRMCX

In the year-to-date period, HAGAX achieves a 0.45% return, which is significantly lower than TRMCX's 1.96% return. Over the past 10 years, HAGAX has underperformed TRMCX with an annualized return of 5.48%, while TRMCX has yielded a comparatively higher 8.59% annualized return.

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HAGAX has a 1.03% expense ratio, which is higher than TRMCX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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 HAGAX Sharpe Ratio is -0.01, which is lower than the TRMCX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of HAGAX and TRMCX, 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 HAGAX nor TRMCX has paid dividends to shareholders.

The maximum HAGAX drawdown since its inception was -58.41%, which is greater than TRMCX's maximum drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for HAGAX and TRMCX. For additional features, visit the drawdowns tool.

Carillon Eagle Mid Cap Growth Fund (HAGAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX) have volatilities of 14.00% and 13.65%, 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.