TGVFX vs. TEQAX
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and Touchstone Global ESG Equity Fund (TEQAX).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. TEQAX is managed by Touchstone. It was launched on Dec 18, 1997.
Performance
TGVFX vs. TEQAX - Performance Comparison
Loading graphics...
TGVFX vs. TEQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | -12.56% | 17.61% | 32.50% | 42.73% | -28.62% | 22.55% | 33.12% | 72.37% | -4.05% | 28.05% |
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% |
Returns By Period
In the year-to-date period, TGVFX achieves a -12.56% return, which is significantly lower than TEQAX's -3.54% return. Over the past 10 years, TGVFX has outperformed TEQAX with an annualized return of 17.35%, while TEQAX has yielded a comparatively lower 10.31% annualized return.
TGVFX
- 1D
- -0.82%
- 1M
- -8.59%
- YTD
- -12.56%
- 6M
- -11.30%
- 1Y
- 15.87%
- 3Y*
- 19.22%
- 5Y*
- 10.62%
- 10Y*
- 17.35%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TGVFX vs. TEQAX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than TEQAX's 1.16% expense ratio.
Return for Risk
TGVFX vs. TEQAX — Risk / Return Rank
TGVFX
TEQAX
TGVFX vs. TEQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and Touchstone Global ESG Equity Fund (TEQAX). 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.
| TGVFX | TEQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.85 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.24 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.13 | -0.35 |
Martin ratioReturn relative to average drawdown | 2.77 | 4.41 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TGVFX | TEQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.85 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.45 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.41 | +0.06 |
Correlation
The correlation between TGVFX and TEQAX is 0.87, 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
TGVFX vs. TEQAX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 22.00%, more than TEQAX's 4.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 22.00% | 19.24% | 6.16% | 2.66% | 2.40% | 17.21% | 10.29% | 34.44% | 11.32% | 9.98% | 3.67% | 10.49% |
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% |
Drawdowns
TGVFX vs. TEQAX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than TEQAX's maximum drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for TGVFX and TEQAX.
Loading graphics...
Drawdown Indicators
| TGVFX | TEQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.41% | -61.14% | -8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -11.59% | -4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -35.95% | -4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -35.95% | -4.82% |
Current DrawdownCurrent decline from peak | -16.01% | -11.08% | -4.93% |
Average DrawdownAverage peak-to-trough decline | -22.83% | -17.90% | -4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.07% | +1.47% |
Volatility
TGVFX vs. TEQAX - Volatility Comparison
The current volatility for Touchstone Growth Opportunities Fund (TGVFX) is 5.27%, while Touchstone Global ESG Equity Fund (TEQAX) has a volatility of 7.29%. This indicates that TGVFX experiences smaller price fluctuations and is considered to be less risky than TEQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TGVFX | TEQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 7.29% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.47% | 11.64% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 17.58% | +4.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 18.28% | +5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.47% | 18.03% | +5.44% |