TCGAX vs. ETIMX
Compare and contrast key facts about Timothy Plan Conservative Growth Fund (TCGAX) and Eventide Multi-Asset Income Fund (ETIMX).
TCGAX is managed by Timothy Plan. It was launched on Oct 4, 2000. ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCGAX or ETIMX.
Correlation
The correlation between TCGAX and ETIMX is 0.86, 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
TCGAX vs. ETIMX - Performance Comparison
Key characteristics
TCGAX:
0.88
ETIMX:
1.35
TCGAX:
1.25
ETIMX:
1.91
TCGAX:
1.16
ETIMX:
1.24
TCGAX:
0.34
ETIMX:
1.14
TCGAX:
3.56
ETIMX:
5.69
TCGAX:
1.63%
ETIMX:
2.03%
TCGAX:
6.58%
ETIMX:
8.57%
TCGAX:
-50.30%
ETIMX:
-23.88%
TCGAX:
-10.68%
ETIMX:
-3.33%
Returns By Period
In the year-to-date period, TCGAX achieves a 1.88% return, which is significantly lower than ETIMX's 2.49% return.
TCGAX
1.88%
1.78%
3.01%
7.09%
0.13%
0.17%
ETIMX
2.49%
1.70%
5.17%
12.39%
6.35%
N/A
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TCGAX vs. ETIMX - Expense Ratio Comparison
TCGAX has a 1.04% expense ratio, which is higher than ETIMX's 0.82% expense ratio.
Risk-Adjusted Performance
TCGAX vs. ETIMX — Risk-Adjusted Performance Rank
TCGAX
ETIMX
TCGAX vs. ETIMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Conservative Growth Fund (TCGAX) and Eventide Multi-Asset Income Fund (ETIMX). 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
TCGAX vs. ETIMX - Dividend Comparison
TCGAX's dividend yield for the trailing twelve months is around 2.45%, more than ETIMX's 1.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCGAX Timothy Plan Conservative Growth Fund | 2.45% | 2.49% | 1.50% | 0.47% | 0.14% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 1.09% | 0.52% |
ETIMX Eventide Multi-Asset Income Fund | 1.87% | 1.87% | 1.62% | 1.95% | 1.54% | 2.00% | 2.91% | 3.94% | 3.02% | 2.38% | 0.46% | 0.00% |
Drawdowns
TCGAX vs. ETIMX - Drawdown Comparison
The maximum TCGAX drawdown since its inception was -50.30%, which is greater than ETIMX's maximum drawdown of -23.88%. Use the drawdown chart below to compare losses from any high point for TCGAX and ETIMX. For additional features, visit the drawdowns tool.
Volatility
TCGAX vs. ETIMX - Volatility Comparison
The current volatility for Timothy Plan Conservative Growth Fund (TCGAX) is 2.07%, while Eventide Multi-Asset Income Fund (ETIMX) has a volatility of 3.21%. This indicates that TCGAX experiences smaller price fluctuations and is considered to be less risky than ETIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.