TMCGX vs. BBMIX
TMCGX (Thrivent Mid Cap Growth Fund) and BBMIX (BBH Select Series - Mid Cap Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMCGX returned 1.70%/yr vs 2.22%/yr for BBMIX. Their correlation of 0.84 suggests significant overlap in exposure. Both charge a 0.90% expense ratio.
Performance
TMCGX vs. BBMIX - Performance Comparison
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Returns By Period
In the year-to-date period, TMCGX achieves a 12.24% return, which is significantly higher than BBMIX's 2.86% return.
TMCGX
- 1D
- 1.42%
- 1M
- 2.94%
- 6M
- 8.96%
- YTD
- 12.24%
- 1Y
- 13.50%
- 3Y*
- 9.20%
- 5Y*
- 1.70%
- 10Y*
- —
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.86%
- YTD
- 2.86%
- 1Y
- -3.85%
- 3Y*
- 5.06%
- 5Y*
- 2.22%
- 10Y*
- —
TMCGX vs. BBMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TMCGX Thrivent Mid Cap Growth Fund | 12.24% | 2.48% | 10.20% | 16.94% | -28.27% | 11.61% |
BBMIX BBH Select Series - Mid Cap Fund | 2.86% | -6.45% | 11.41% | 26.01% | -24.76% | 13.50% |
Correlation
The correlation between TMCGX and BBMIX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 24, 2021 | 0.84 |
Over the past year, the correlation between TMCGX and BBMIX has dropped to 0.39 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
TMCGX vs. BBMIX — Risk / Return Rank
TMCGX
BBMIX
TMCGX vs. BBMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Growth Fund (TMCGX) and BBH Select Series - Mid Cap Fund (BBMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TMCGX | BBMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.90 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.59 | +1.41 |
| Martin ratioReturn relative to average drawdown | 2.68 | -0.87 | +3.55 |
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Drawdowns
TMCGX vs. BBMIX - Drawdown Comparison
The maximum TMCGX drawdown since its inception was -39.66%, which is greater than BBMIX's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for TMCGX and BBMIX.
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Drawdown Indicators
| TMCGX | BBMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.66% | -28.90% | -10.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.58% | -8.89% | -5.69% |
Max Drawdown (3Y)Largest decline over 3 years | -25.28% | -23.79% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -39.66% | -28.90% | -10.76% |
Current DrawdownCurrent decline from peak | -1.44% | -11.28% | +9.84% |
Average DrawdownAverage peak-to-trough decline | -15.74% | -10.52% | -5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 5.45% | -1.01% |
Volatility
TMCGX vs. BBMIX - Volatility Comparison
Thrivent Mid Cap Growth Fund (TMCGX) has a higher volatility of 5.77% compared to BBH Select Series - Mid Cap Fund (BBMIX) at 0.00%. This indicates that TMCGX's price experiences larger fluctuations and is considered to be riskier than BBMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMCGX | BBMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 0.00% | +5.77% |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | 4.83% | +9.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 10.74% | +7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 19.67% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.13% | 19.47% | +4.66% |
TMCGX vs. BBMIX - Expense Ratio Comparison
Both TMCGX and BBMIX have an expense ratio of 0.90%.
Dividends
TMCGX vs. BBMIX - Dividend Comparison
Neither TMCGX nor BBMIX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BBMIX BBH Select Series - Mid Cap Fund | 0.00% | 0.00% | 0.32% | 0.10% | 0.00% | 0.00% | 0.00% |
TMCGX Thrivent Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.13% | 2.82% |
Frequently Asked Questions
TMCGX and BBMIX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMCGX has higher volatility (5.77%) compared to BBMIX (0.00%). In terms of maximum drawdown, TMCGX dropped -39.66% vs BBMIX's -28.90%.
TMCGX currently has the higher Sharpe Ratio (0.67 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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