TGVFX vs. TSFIX
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and Touchstone Small Cap Fund (TSFIX).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. TSFIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
TGVFX vs. TSFIX - Performance Comparison
Loading graphics...
TGVFX vs. TSFIX - 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% |
TSFIX Touchstone Small Cap Fund | -3.86% | 5.89% | 11.13% | 20.89% | -9.70% | 20.04% | 10.34% | 39.71% | -9.59% | 6.27% |
Returns By Period
In the year-to-date period, TGVFX achieves a -12.56% return, which is significantly lower than TSFIX's -3.86% return. Over the past 10 years, TGVFX has outperformed TSFIX with an annualized return of 17.35%, while TSFIX has yielded a comparatively lower 8.94% 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%
TSFIX
- 1D
- -0.07%
- 1M
- -6.42%
- YTD
- -3.86%
- 6M
- -1.46%
- 1Y
- 9.59%
- 3Y*
- 8.38%
- 5Y*
- 6.09%
- 10Y*
- 8.94%
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. TSFIX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than TSFIX's 0.94% expense ratio.
Return for Risk
TGVFX vs. TSFIX — Risk / Return Rank
TGVFX
TSFIX
TGVFX vs. TSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and Touchstone Small Cap Fund (TSFIX). 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 | TSFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.47 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.91 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.62 | +0.16 |
Martin ratioReturn relative to average drawdown | 2.77 | 2.24 | +0.53 |
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 | TSFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.47 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.29 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.41 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.50 | -0.03 |
Correlation
The correlation between TGVFX and TSFIX is 0.75, 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. TSFIX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 22.00%, more than TSFIX's 6.10% 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% |
TSFIX Touchstone Small Cap Fund | 6.10% | 5.87% | 1.43% | 3.37% | 1.89% | 13.31% | 2.52% | 18.54% | 32.83% | 22.85% | 0.37% | 13.55% |
Drawdowns
TGVFX vs. TSFIX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than TSFIX's maximum drawdown of -39.00%. Use the drawdown chart below to compare losses from any high point for TGVFX and TSFIX.
Loading graphics...
Drawdown Indicators
| TGVFX | TSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.41% | -39.00% | -30.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -13.10% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -28.30% | -12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -39.00% | -1.77% |
Current DrawdownCurrent decline from peak | -16.01% | -8.92% | -7.09% |
Average DrawdownAverage peak-to-trough decline | -22.83% | -6.95% | -15.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.64% | +0.90% |
Volatility
TGVFX vs. TSFIX - Volatility Comparison
Touchstone Growth Opportunities Fund (TGVFX) has a higher volatility of 5.27% compared to Touchstone Small Cap Fund (TSFIX) at 4.28%. This indicates that TGVFX's price experiences larger fluctuations and is considered to be riskier than TSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TGVFX | TSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.28% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.47% | 11.19% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 21.82% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 20.78% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.47% | 21.74% | +1.73% |