TGVFX vs. GTSGX
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and Madison Mid Cap Fund (GTSGX).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGVFX or GTSGX.
Key characteristics
| TGVFX | GTSGX | |
|---|---|---|
| YTD Return | 20.00% | 10.08% |
| 1Y Return | 33.03% | 21.96% |
| 3Y Return (Ann) | 8.63% | 9.94% |
| 5Y Return (Ann) | 17.44% | 11.78% |
| 10Y Return (Ann) | 12.46% | 11.65% |
| Sharpe Ratio | 1.94 | 1.62 |
| Daily Std Dev | 16.75% | 13.57% |
| Max Drawdown | -69.41% | -38.25% |
| Current Drawdown | -3.17% | -0.98% |
Correlation
The correlation between TGVFX and GTSGX is 0.82, 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
TGVFX vs. GTSGX - Performance Comparison
In the year-to-date period, TGVFX achieves a 20.00% return, which is significantly higher than GTSGX's 10.08% return. Over the past 10 years, TGVFX has outperformed GTSGX with an annualized return of 12.46%, while GTSGX has yielded a comparatively lower 11.65% 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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TGVFX vs. GTSGX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than GTSGX's 0.95% expense ratio.
Risk-Adjusted Performance
TGVFX vs. GTSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and Madison Mid Cap Fund (GTSGX). 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
TGVFX vs. GTSGX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 2.22%, more than GTSGX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 2.22% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% | 4.23% |
GTSGX Madison Mid Cap Fund | 1.14% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% | 20.06% | 7.05% |
Drawdowns
TGVFX vs. GTSGX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than GTSGX's maximum drawdown of -38.25%. Use the drawdown chart below to compare losses from any high point for TGVFX and GTSGX. For additional features, visit the drawdowns tool.
Volatility
TGVFX vs. GTSGX - Volatility Comparison
Touchstone Growth Opportunities Fund (TGVFX) has a higher volatility of 5.66% compared to Madison Mid Cap Fund (GTSGX) at 3.98%. This indicates that TGVFX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.