TMCIX vs. DVSMX

In the year-to-date period, TMCIX achieves a 13.61% return, which is significantly lower than DVSMX's 40.89% return.

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TMCIX has a 0.82% expense ratio, which is lower than DVSMX's 0.99% expense ratio.

The correlation between TMCIX and DVSMX 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.

This table presents a comparison of risk-adjusted performance metrics for RBC SMID Cap Growth Fund (TMCIX) and Driehaus Small Cap Growth Fund (DVSMX). 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.

The current TMCIX Sharpe Ratio is 1.17, which is lower than the DVSMX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of TMCIX and DVSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TMCIX has not paid dividends to shareholders, while DVSMX's dividend yield for the trailing twelve months is around 0.27%.

The maximum TMCIX drawdown since its inception was -67.18%, which is greater than DVSMX's maximum drawdown of -53.84%. Use the drawdown chart below to compare losses from any high point for TMCIX and DVSMX. For additional features, visit the drawdowns tool.

The current volatility for RBC SMID Cap Growth Fund (TMCIX) is 6.48%, while Driehaus Small Cap Growth Fund (DVSMX) has a volatility of 7.84%. This indicates that TMCIX experiences smaller price fluctuations and is considered to be less risky than DVSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.