TEQAX vs. DHMAX
Compare and contrast key facts about Touchstone Global ESG Equity Fund (TEQAX) and Diamond Hill Small-Mid Cap Fund (DHMAX).
TEQAX is managed by Touchstone. It was launched on Dec 18, 1997. DHMAX is managed by Diamond Hill. It was launched on Dec 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEQAX or DHMAX.
Correlation
The correlation between TEQAX and DHMAX is 0.80, 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
TEQAX vs. DHMAX - Performance Comparison
Key characteristics
TEQAX:
1.03
DHMAX:
0.11
TEQAX:
1.50
DHMAX:
0.27
TEQAX:
1.18
DHMAX:
1.04
TEQAX:
0.33
DHMAX:
0.12
TEQAX:
3.74
DHMAX:
0.34
TEQAX:
3.82%
DHMAX:
5.63%
TEQAX:
13.89%
DHMAX:
17.43%
TEQAX:
-72.10%
DHMAX:
-58.13%
TEQAX:
-34.36%
DHMAX:
-11.43%
Returns By Period
In the year-to-date period, TEQAX achieves a 7.09% return, which is significantly higher than DHMAX's 2.28% return. Over the past 10 years, TEQAX has underperformed DHMAX with an annualized return of -0.41%, while DHMAX has yielded a comparatively higher 3.62% annualized return.
TEQAX
7.09%
7.57%
4.66%
15.43%
4.85%
-0.41%
DHMAX
2.28%
3.67%
0.08%
5.46%
3.93%
3.62%
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TEQAX vs. DHMAX - Expense Ratio Comparison
TEQAX has a 1.16% expense ratio, which is lower than DHMAX's 1.21% expense ratio.
Risk-Adjusted Performance
TEQAX vs. DHMAX — Risk-Adjusted Performance Rank
TEQAX
DHMAX
TEQAX vs. DHMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) and Diamond Hill Small-Mid Cap Fund (DHMAX). 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
TEQAX vs. DHMAX - Dividend Comparison
TEQAX's dividend yield for the trailing twelve months is around 1.43%, more than DHMAX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | 1.43% | 1.53% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% |
DHMAX Diamond Hill Small-Mid Cap Fund | 0.98% | 1.00% | 0.26% | 0.52% | 0.19% | 0.45% | 0.64% | 0.19% | 0.13% | 0.06% | 0.15% | 0.10% |
Drawdowns
TEQAX vs. DHMAX - Drawdown Comparison
The maximum TEQAX drawdown since its inception was -72.10%, which is greater than DHMAX's maximum drawdown of -58.13%. Use the drawdown chart below to compare losses from any high point for TEQAX and DHMAX. For additional features, visit the drawdowns tool.
Volatility
TEQAX vs. DHMAX - Volatility Comparison
Touchstone Global ESG Equity Fund (TEQAX) has a higher volatility of 3.83% compared to Diamond Hill Small-Mid Cap Fund (DHMAX) at 3.55%. This indicates that TEQAX's price experiences larger fluctuations and is considered to be riskier than DHMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.