TGVOX vs. CISMX
Compare and contrast key facts about TCW Relative Value Mid Cap Fund (TGVOX) and Clarkston Partners Fund (CISMX).
TGVOX is managed by TCW. It was launched on Oct 31, 1997. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
TGVOX vs. CISMX - Performance Comparison
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TGVOX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGVOX TCW Relative Value Mid Cap Fund | 5.79% | 15.53% | 17.26% | 15.99% | -11.80% | 31.99% | 3.66% | 29.34% | -22.17% | 19.74% |
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Returns By Period
In the year-to-date period, TGVOX achieves a 5.79% return, which is significantly higher than CISMX's -2.54% return. Over the past 10 years, TGVOX has outperformed CISMX with an annualized return of 11.47%, while CISMX has yielded a comparatively lower 6.07% annualized return.
TGVOX
- 1D
- 2.66%
- 1M
- -5.28%
- YTD
- 5.79%
- 6M
- 11.04%
- 1Y
- 25.77%
- 3Y*
- 17.74%
- 5Y*
- 9.85%
- 10Y*
- 11.47%
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
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TGVOX vs. CISMX - Expense Ratio Comparison
TGVOX has a 0.85% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Return for Risk
TGVOX vs. CISMX — Risk / Return Rank
TGVOX
CISMX
TGVOX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Relative Value Mid Cap Fund (TGVOX) and Clarkston Partners Fund (CISMX). 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.
| TGVOX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | -0.25 | +1.52 |
Sortino ratioReturn per unit of downside risk | 1.78 | -0.24 | +2.02 |
Omega ratioGain probability vs. loss probability | 1.27 | 0.97 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | -0.43 | +2.19 |
Martin ratioReturn relative to average drawdown | 7.78 | -1.04 | +8.82 |
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
| TGVOX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | -0.25 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.08 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.33 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.36 | +0.07 |
Correlation
The correlation between TGVOX and CISMX is 0.85, 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
TGVOX vs. CISMX - Dividend Comparison
TGVOX's dividend yield for the trailing twelve months is around 20.51%, more than CISMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVOX TCW Relative Value Mid Cap Fund | 20.51% | 21.70% | 9.54% | 2.34% | 2.54% | 12.69% | 0.75% | 2.43% | 9.90% | 8.25% | 0.56% | 16.12% |
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Drawdowns
TGVOX vs. CISMX - Drawdown Comparison
The maximum TGVOX drawdown since its inception was -58.14%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for TGVOX and CISMX.
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Drawdown Indicators
| TGVOX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.14% | -33.80% | -24.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -11.26% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -23.81% | -21.19% | -2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -51.10% | -33.80% | -17.30% |
Current DrawdownCurrent decline from peak | -6.22% | -16.58% | +10.36% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -6.55% | -3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.70% | -1.21% |
Volatility
TGVOX vs. CISMX - Volatility Comparison
TCW Relative Value Mid Cap Fund (TGVOX) and Clarkston Partners Fund (CISMX) have volatilities of 5.75% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGVOX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.49% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 12.64% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.80% | 19.91% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 17.39% | +2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 18.22% | +4.11% |