TCMSX vs. FSSAX
Compare and contrast key facts about Voya Small Cap Growth Fund (TCMSX) and Franklin Small Cap Growth Fund (FSSAX).
TCMSX is managed by TCM Funds. It was launched on Oct 1, 2004. FSSAX is managed by Franklin Templeton. It was launched on May 1, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCMSX or FSSAX.
Correlation
The correlation between TCMSX and FSSAX is 0.93, 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. FSSAX - Performance Comparison
Key characteristics
TCMSX:
0.66
FSSAX:
1.11
TCMSX:
0.97
FSSAX:
1.60
TCMSX:
1.13
FSSAX:
1.20
TCMSX:
0.50
FSSAX:
0.62
TCMSX:
2.47
FSSAX:
5.15
TCMSX:
5.90%
FSSAX:
4.05%
TCMSX:
22.17%
FSSAX:
18.87%
TCMSX:
-60.13%
FSSAX:
-67.18%
TCMSX:
-17.23%
FSSAX:
-17.83%
Returns By Period
In the year-to-date period, TCMSX achieves a 4.82% return, which is significantly lower than FSSAX's 6.51% return. Over the past 10 years, TCMSX has underperformed FSSAX with an annualized return of 3.74%, while FSSAX has yielded a comparatively higher 4.05% annualized return.
TCMSX
4.82%
2.96%
-3.00%
15.43%
4.14%
3.74%
FSSAX
6.51%
4.70%
12.21%
21.10%
3.09%
4.05%
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TCMSX vs. FSSAX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is higher than FSSAX's 0.78% expense ratio.
Risk-Adjusted Performance
TCMSX vs. FSSAX — Risk-Adjusted Performance Rank
TCMSX
FSSAX
TCMSX vs. FSSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Franklin Small Cap Growth Fund (FSSAX). 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. FSSAX - Dividend Comparison
TCMSX's dividend yield for the trailing twelve months is around 1.77%, while FSSAX has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
TCMSX Voya Small Cap Growth Fund | 1.77% | 1.86% |
FSSAX Franklin Small Cap Growth Fund | 0.00% | 0.00% |
Drawdowns
TCMSX vs. FSSAX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -60.13%, smaller than the maximum FSSAX drawdown of -67.18%. Use the drawdown chart below to compare losses from any high point for TCMSX and FSSAX. For additional features, visit the drawdowns tool.
Volatility
TCMSX vs. FSSAX - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 5.01% compared to Franklin Small Cap Growth Fund (FSSAX) at 4.47%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than FSSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.