TLCIX vs. TCVIX
Compare and contrast key facts about Touchstone Large Cap Fund (TLCIX) and Touchstone Mid Cap Value Fund (TCVIX).
TLCIX is managed by Touchstone. It was launched on Jul 9, 2014. TCVIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
TLCIX vs. TCVIX - Performance Comparison
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TLCIX vs. TCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 1.32% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
TCVIX Touchstone Mid Cap Value Fund | 7.81% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
Returns By Period
In the year-to-date period, TLCIX achieves a 1.32% return, which is significantly lower than TCVIX's 7.81% return. Over the past 10 years, TLCIX has outperformed TCVIX with an annualized return of 10.70%, while TCVIX has yielded a comparatively lower 9.20% annualized return.
TLCIX
- 1D
- 1.72%
- 1M
- -4.75%
- YTD
- 1.32%
- 6M
- 1.83%
- 1Y
- 7.38%
- 3Y*
- 12.03%
- 5Y*
- 7.10%
- 10Y*
- 10.70%
TCVIX
- 1D
- 2.41%
- 1M
- -5.54%
- YTD
- 7.81%
- 6M
- 11.50%
- 1Y
- 19.64%
- 3Y*
- 11.62%
- 5Y*
- 7.06%
- 10Y*
- 9.20%
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TLCIX vs. TCVIX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is lower than TCVIX's 0.85% expense ratio.
Return for Risk
TLCIX vs. TCVIX — Risk / Return Rank
TLCIX
TCVIX
TLCIX vs. TCVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) and Touchstone Mid Cap Value Fund (TCVIX). 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.
| TLCIX | TCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.14 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.66 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 1.65 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.86 | 6.86 | -4.00 |
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
| TLCIX | TCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.14 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.41 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.48 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.58 | -0.01 |
Correlation
The correlation between TLCIX and TCVIX 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
TLCIX vs. TCVIX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 2.84%, less than TCVIX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 2.84% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
TCVIX Touchstone Mid Cap Value Fund | 3.94% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
Drawdowns
TLCIX vs. TCVIX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -34.19%, smaller than the maximum TCVIX drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for TLCIX and TCVIX.
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Drawdown Indicators
| TLCIX | TCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -41.89% | +7.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -12.52% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -19.37% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -41.89% | +7.70% |
Current DrawdownCurrent decline from peak | -5.96% | -5.54% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -5.43% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.02% | -0.10% |
Volatility
TLCIX vs. TCVIX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 3.88%, while Touchstone Mid Cap Value Fund (TCVIX) has a volatility of 5.84%. This indicates that TLCIX experiences smaller price fluctuations and is considered to be less risky than TCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLCIX | TCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.84% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 10.26% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 17.67% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.81% | 17.14% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 19.13% | -2.32% |