TEQAX vs. EPDPX
Compare and contrast key facts about Touchstone Global ESG Equity Fund (TEQAX) and EuroPac International Dividend Income Fund Class A (EPDPX).
TEQAX is managed by Touchstone. It was launched on Dec 18, 1997. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
TEQAX vs. EPDPX - Performance Comparison
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TEQAX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | -3.54% | 29.86% | 8.94% | 23.45% | -17.07% | 11.86% | 14.44% | 23.18% | -9.72% | 25.74% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.90% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, TEQAX achieves a -3.54% return, which is significantly lower than EPDPX's 5.90% return. Over the past 10 years, TEQAX has outperformed EPDPX with an annualized return of 10.31%, while EPDPX has yielded a comparatively lower 9.56% annualized return.
TEQAX
- 1D
- 0.17%
- 1M
- -10.65%
- YTD
- -3.54%
- 6M
- 0.07%
- 1Y
- 16.00%
- 3Y*
- 15.81%
- 5Y*
- 8.20%
- 10Y*
- 10.31%
EPDPX
- 1D
- 0.14%
- 1M
- -9.40%
- YTD
- 5.90%
- 6M
- 16.78%
- 1Y
- 44.80%
- 3Y*
- 20.57%
- 5Y*
- 14.44%
- 10Y*
- 9.56%
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TEQAX vs. EPDPX - Expense Ratio Comparison
TEQAX has a 1.16% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
TEQAX vs. EPDPX — Risk / Return Rank
TEQAX
EPDPX
TEQAX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) and EuroPac International Dividend Income Fund Class A (EPDPX). 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.
| TEQAX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 2.78 | -1.93 |
Sortino ratioReturn per unit of downside risk | 1.24 | 3.30 | -2.06 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.53 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 4.04 | -2.91 |
Martin ratioReturn relative to average drawdown | 4.41 | 16.67 | -12.26 |
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
| TEQAX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 2.78 | -1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 1.03 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.65 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.44 | -0.03 |
Correlation
The correlation between TEQAX and EPDPX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TEQAX vs. EPDPX - Dividend Comparison
TEQAX's dividend yield for the trailing twelve months is around 4.56%, less than EPDPX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | 4.56% | 4.40% | 3.51% | 1.46% | 7.21% | 12.19% | 0.33% | 3.80% | 10.50% | 13.02% | 0.55% | 51.95% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.83% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
TEQAX vs. EPDPX - Drawdown Comparison
The maximum TEQAX drawdown since its inception was -61.14%, which is greater than EPDPX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for TEQAX and EPDPX.
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Drawdown Indicators
| TEQAX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -39.21% | -21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -10.96% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -35.95% | -21.06% | -14.89% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -33.34% | -2.61% |
Current DrawdownCurrent decline from peak | -11.08% | -9.40% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -17.90% | -11.30% | -6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.66% | +0.41% |
Volatility
TEQAX vs. EPDPX - Volatility Comparison
Touchstone Global ESG Equity Fund (TEQAX) has a higher volatility of 7.29% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 6.49%. This indicates that TEQAX's price experiences larger fluctuations and is considered to be riskier than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEQAX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 6.49% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 11.41% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 16.13% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.28% | 14.03% | +4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 14.86% | +3.17% |