TEGAX vs. FISGX
Compare and contrast key facts about Touchstone Mid Cap Growth Fund (TEGAX) and Nuveen Mid Cap Growth Opportunities Fund (FISGX).
TEGAX is managed by Touchstone. It was launched on Oct 3, 1994. FISGX is managed by Nuveen. It was launched on Dec 28, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEGAX or FISGX.
Key characteristics
| TEGAX | FISGX | |
|---|---|---|
| YTD Return | 5.48% | 6.31% |
| 1Y Return | 17.21% | 16.39% |
| 3Y Return (Ann) | -0.66% | -5.45% |
| 5Y Return (Ann) | 9.39% | 7.67% |
| 10Y Return (Ann) | 9.44% | 8.00% |
| Sharpe Ratio | 1.04 | 0.89 |
| Daily Std Dev | 16.18% | 17.89% |
| Max Drawdown | -53.30% | -57.51% |
| Current Drawdown | -6.64% | -19.23% |
Correlation
The correlation between TEGAX and FISGX is 0.92, 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
TEGAX vs. FISGX - Performance Comparison
In the year-to-date period, TEGAX achieves a 5.48% return, which is significantly lower than FISGX's 6.31% return. Over the past 10 years, TEGAX has outperformed FISGX with an annualized return of 9.44%, while FISGX has yielded a comparatively lower 8.00% annualized return. 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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TEGAX vs. FISGX - Expense Ratio Comparison
TEGAX has a 1.21% expense ratio, which is higher than FISGX's 0.92% expense ratio.
Risk-Adjusted Performance
TEGAX vs. FISGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Growth Fund (TEGAX) and Nuveen Mid Cap Growth Opportunities Fund (FISGX). 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
TEGAX vs. FISGX - Dividend Comparison
Neither TEGAX nor FISGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEGAX Touchstone Mid Cap Growth Fund | 0.00% | 0.00% | 2.69% | 16.97% | 6.67% | 7.00% | 8.53% | 10.06% | 2.59% | 0.00% | 13.69% | 10.70% |
FISGX Nuveen Mid Cap Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 19.31% | 19.12% | 17.17% | 4.01% | 7.82% | 17.59% | 18.09% |
Drawdowns
TEGAX vs. FISGX - Drawdown Comparison
The maximum TEGAX drawdown since its inception was -53.30%, smaller than the maximum FISGX drawdown of -57.51%. Use the drawdown chart below to compare losses from any high point for TEGAX and FISGX. For additional features, visit the drawdowns tool.
Volatility
TEGAX vs. FISGX - Volatility Comparison
The current volatility for Touchstone Mid Cap Growth Fund (TEGAX) is 5.10%, while Nuveen Mid Cap Growth Opportunities Fund (FISGX) has a volatility of 5.49%. This indicates that TEGAX experiences smaller price fluctuations and is considered to be less risky than FISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.