TMCIX vs. DVSMX
Compare and contrast key facts about RBC SMID Cap Growth Fund (TMCIX) and Driehaus Small Cap Growth Fund (DVSMX).
TMCIX is managed by RBC Global Asset Management.. It was launched on Jun 1, 1994. DVSMX is managed by Driehaus. It was launched on Aug 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMCIX or DVSMX.
Key characteristics
| TMCIX | DVSMX | |
|---|---|---|
| YTD Return | 13.61% | 40.84% |
| 1Y Return | 28.02% | 65.12% |
| 3Y Return (Ann) | -7.81% | -6.44% |
| 5Y Return (Ann) | 2.36% | 11.04% |
| Sharpe Ratio | 1.53 | 2.89 |
| Sortino Ratio | 2.21 | 3.67 |
| Omega Ratio | 1.27 | 1.46 |
| Calmar Ratio | 0.70 | 1.25 |
| Martin Ratio | 8.54 | 16.65 |
| Ulcer Index | 3.18% | 3.81% |
| Daily Std Dev | 17.75% | 21.98% |
| Max Drawdown | -67.18% | -53.84% |
| Current Drawdown | -21.84% | -18.43% |
Correlation
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.
Performance
TMCIX vs. DVSMX - Performance Comparison
In the year-to-date period, TMCIX achieves a 13.61% return, which is significantly lower than DVSMX's 40.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TMCIX vs. DVSMX - Expense Ratio Comparison
TMCIX has a 0.82% expense ratio, which is lower than DVSMX's 0.99% expense ratio.
Risk-Adjusted Performance
TMCIX vs. DVSMX - Risk-Adjusted Performance Comparison
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.
Dividends
TMCIX vs. DVSMX - Dividend Comparison
TMCIX has not paid dividends to shareholders, while DVSMX's dividend yield for the trailing twelve months is around 0.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMCIX RBC SMID Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 16.13% |
DVSMX Driehaus Small Cap Growth Fund | 0.27% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMCIX vs. DVSMX - Drawdown Comparison
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.
Volatility
TMCIX vs. DVSMX - Volatility Comparison
The current volatility for RBC SMID Cap Growth Fund (TMCIX) is 5.47%, while Driehaus Small Cap Growth Fund (DVSMX) has a volatility of 6.78%. 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.