TCVIX vs. PMDIX
Compare and contrast key facts about Touchstone Mid Cap Value Fund (TCVIX) and Principal Small-MidCap Dividend Income Fund (PMDIX).
TCVIX is managed by Touchstone. It was launched on Sep 30, 2009. PMDIX is managed by Principal. It was launched on Jun 6, 2011.
Performance
TCVIX vs. PMDIX - Performance Comparison
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TCVIX vs. PMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
PMDIX Principal Small-MidCap Dividend Income Fund | 1.44% | 8.63% | 14.56% | 18.81% | -11.66% | 30.41% | -6.40% | 25.38% | -13.80% | 13.30% |
Returns By Period
In the year-to-date period, TCVIX achieves a 5.28% return, which is significantly higher than PMDIX's 1.44% return. Over the past 10 years, TCVIX has underperformed PMDIX with an annualized return of 8.94%, while PMDIX has yielded a comparatively higher 9.40% annualized return.
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
PMDIX
- 1D
- -0.85%
- 1M
- -8.86%
- YTD
- 1.44%
- 6M
- 2.85%
- 1Y
- 14.22%
- 3Y*
- 13.66%
- 5Y*
- 8.72%
- 10Y*
- 9.40%
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TCVIX vs. PMDIX - Expense Ratio Comparison
Both TCVIX and PMDIX have an expense ratio of 0.85%.
Return for Risk
TCVIX vs. PMDIX — Risk / Return Rank
TCVIX
PMDIX
TCVIX vs. PMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Value Fund (TCVIX) and Principal Small-MidCap Dividend Income Fund (PMDIX). 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.
| TCVIX | PMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.73 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.15 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.84 | +0.48 |
Martin ratioReturn relative to average drawdown | 5.51 | 3.45 | +2.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TCVIX | PMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.73 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.47 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.05 |
Correlation
The correlation between TCVIX and PMDIX 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.
Dividends
TCVIX vs. PMDIX - Dividend Comparison
TCVIX's dividend yield for the trailing twelve months is around 4.03%, more than PMDIX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
PMDIX Principal Small-MidCap Dividend Income Fund | 3.15% | 3.14% | 7.99% | 2.37% | 6.95% | 0.98% | 1.37% | 2.82% | 17.83% | 5.77% | 2.84% | 4.78% |
Drawdowns
TCVIX vs. PMDIX - Drawdown Comparison
The maximum TCVIX drawdown since its inception was -41.89%, smaller than the maximum PMDIX drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for TCVIX and PMDIX.
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Drawdown Indicators
| TCVIX | PMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -46.47% | +4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -14.51% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -19.37% | -21.36% | +1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | -46.47% | +4.58% |
Current DrawdownCurrent decline from peak | -7.76% | -10.55% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -5.33% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.54% | -0.54% |
Volatility
TCVIX vs. PMDIX - Volatility Comparison
Touchstone Mid Cap Value Fund (TCVIX) has a higher volatility of 5.27% compared to Principal Small-MidCap Dividend Income Fund (PMDIX) at 4.92%. This indicates that TCVIX's price experiences larger fluctuations and is considered to be riskier than PMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCVIX | PMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.92% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 10.82% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 20.60% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 18.76% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 20.22% | -1.11% |