TCMSX vs. FOCSX
Compare and contrast key facts about Voya Small Cap Growth Fund (TCMSX) and Fidelity Small Cap Growth K6 Fund (FOCSX).
TCMSX is managed by TCM Funds. It was launched on Oct 1, 2004. FOCSX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCMSX or FOCSX.
Key characteristics
| TCMSX | FOCSX | |
|---|---|---|
| YTD Return | 27.36% | 28.49% |
| 1Y Return | 41.38% | 45.70% |
| 3Y Return (Ann) | -2.73% | 0.40% |
| 5Y Return (Ann) | 7.17% | 6.61% |
| Sharpe Ratio | 2.39 | 2.58 |
| Sortino Ratio | 3.23 | 3.44 |
| Omega Ratio | 1.40 | 1.42 |
| Calmar Ratio | 1.34 | 1.19 |
| Martin Ratio | 14.09 | 15.89 |
| Ulcer Index | 3.40% | 3.26% |
| Daily Std Dev | 20.10% | 20.04% |
| Max Drawdown | -60.13% | -51.13% |
| Current Drawdown | -8.30% | -16.97% |
Correlation
The correlation between TCMSX and FOCSX is 0.94, 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. FOCSX - Performance Comparison
The year-to-date returns for both investments are quite close, with TCMSX having a 27.36% return and FOCSX slightly higher at 28.49%. 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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TCMSX vs. FOCSX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is higher than FOCSX's 0.60% expense ratio.
Risk-Adjusted Performance
TCMSX vs. FOCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Fidelity Small Cap Growth K6 Fund (FOCSX). 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. FOCSX - Dividend Comparison
TCMSX has not paid dividends to shareholders, while FOCSX's dividend yield for the trailing twelve months is around 1.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
TCMSX Voya Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FOCSX Fidelity Small Cap Growth K6 Fund | 1.90% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
Drawdowns
TCMSX vs. FOCSX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -60.13%, which is greater than FOCSX's maximum drawdown of -51.13%. Use the drawdown chart below to compare losses from any high point for TCMSX and FOCSX. For additional features, visit the drawdowns tool.
Volatility
TCMSX vs. FOCSX - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 6.51% compared to Fidelity Small Cap Growth K6 Fund (FOCSX) at 6.04%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than FOCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.