Correlation
The correlation between TLGAX and ETIDX is 0.86, 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.
TLGAX vs. ETIDX
Compare and contrast key facts about Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and Eventide Dividend Opportunities Fund (ETIDX).
TLGAX is managed by Timothy Plan. It was launched on Oct 5, 2000. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLGAX or ETIDX.
Performance
TLGAX vs. ETIDX - Performance Comparison
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Key characteristics
TLGAX:
0.57
ETIDX:
0.42
TLGAX:
0.87
ETIDX:
0.65
TLGAX:
1.12
ETIDX:
1.08
TLGAX:
0.57
ETIDX:
0.35
TLGAX:
1.94
ETIDX:
1.04
TLGAX:
6.17%
ETIDX:
6.78%
TLGAX:
24.17%
ETIDX:
19.18%
TLGAX:
-52.85%
ETIDX:
-34.11%
TLGAX:
-3.68%
ETIDX:
-8.11%
Returns By Period
In the year-to-date period, TLGAX achieves a 2.67% return, which is significantly higher than ETIDX's 1.28% return.
TLGAX
2.67%
7.12%
-0.19%
13.44%
14.42%
15.31%
10.18%
ETIDX
1.28%
5.12%
-7.79%
7.38%
9.91%
13.42%
N/A
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TLGAX vs. ETIDX - Expense Ratio Comparison
TLGAX has a 1.61% expense ratio, which is higher than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
TLGAX vs. ETIDX — Risk-Adjusted Performance Rank
TLGAX
ETIDX
TLGAX vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and Eventide Dividend Opportunities Fund (ETIDX). 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.
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Dividends
TLGAX vs. ETIDX - Dividend Comparison
TLGAX's dividend yield for the trailing twelve months is around 6.80%, more than ETIDX's 0.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLGAX Timothy Plan Large/Mid Cap Growth Fund | 6.80% | 6.98% | 5.89% | 10.35% | 6.00% | 1.68% | 4.03% | 5.82% | 2.54% | 1.22% | 10.79% | 11.44% |
ETIDX Eventide Dividend Opportunities Fund | 0.66% | 0.64% | 0.67% | 1.99% | 2.79% | 1.06% | 1.99% | 2.17% | 0.41% | 0.00% | 0.00% | 0.00% |
Drawdowns
TLGAX vs. ETIDX - Drawdown Comparison
The maximum TLGAX drawdown since its inception was -52.85%, which is greater than ETIDX's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for TLGAX and ETIDX.
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Volatility
TLGAX vs. ETIDX - Volatility Comparison
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) has a higher volatility of 4.91% compared to Eventide Dividend Opportunities Fund (ETIDX) at 4.42%. This indicates that TLGAX's price experiences larger fluctuations and is considered to be riskier than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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