TCMSX vs. DEVLX
Compare and contrast key facts about Voya Small Cap Growth Fund (TCMSX) and Delaware Small Cap Value Fund (DEVLX).
TCMSX is managed by TCM Funds. It was launched on Oct 1, 2004. DEVLX is managed by Delaware Funds. It was launched on Jun 24, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCMSX or DEVLX.
Correlation
The correlation between TCMSX and DEVLX is 0.88, 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
TCMSX vs. DEVLX - Performance Comparison
Key characteristics
TCMSX:
0.56
DEVLX:
0.28
TCMSX:
0.85
DEVLX:
0.50
TCMSX:
1.12
DEVLX:
1.07
TCMSX:
0.43
DEVLX:
0.30
TCMSX:
2.01
DEVLX:
0.90
TCMSX:
6.18%
DEVLX:
6.52%
TCMSX:
22.35%
DEVLX:
21.08%
TCMSX:
-60.13%
DEVLX:
-63.90%
TCMSX:
-18.08%
DEVLX:
-13.87%
Returns By Period
In the year-to-date period, TCMSX achieves a 3.74% return, which is significantly lower than DEVLX's 5.43% return. Both investments have delivered pretty close results over the past 10 years, with TCMSX having a 3.78% annualized return and DEVLX not far ahead at 3.88%.
TCMSX
3.74%
3.74%
-1.03%
15.36%
4.55%
3.78%
DEVLX
5.43%
5.43%
-3.67%
8.33%
4.29%
3.88%
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TCMSX vs. DEVLX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is lower than DEVLX's 1.11% expense ratio.
Risk-Adjusted Performance
TCMSX vs. DEVLX — Risk-Adjusted Performance Rank
TCMSX
DEVLX
TCMSX vs. DEVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Delaware Small Cap Value Fund (DEVLX). 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
TCMSX vs. DEVLX - Dividend Comparison
TCMSX's dividend yield for the trailing twelve months is around 1.79%, more than DEVLX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCMSX Voya Small Cap Growth Fund | 1.79% | 1.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEVLX Delaware Small Cap Value Fund | 1.16% | 1.23% | 2.81% | 0.77% | 0.37% | 0.68% | 0.95% | 0.84% | 0.40% | 0.52% | 0.71% | 0.34% |
Drawdowns
TCMSX vs. DEVLX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -60.13%, smaller than the maximum DEVLX drawdown of -63.90%. Use the drawdown chart below to compare losses from any high point for TCMSX and DEVLX. For additional features, visit the drawdowns tool.
Volatility
TCMSX vs. DEVLX - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 5.86% compared to Delaware Small Cap Value Fund (DEVLX) at 4.72%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than DEVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.