TMCIX vs. HFMDX

In the year-to-date period, TMCIX achieves a 7.59% return, which is significantly lower than HFMDX's 38.78% return. Over the past 10 years, TMCIX has underperformed HFMDX with an annualized return of 0.66%, while HFMDX has yielded a comparatively higher 3.69% annualized return.

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TMCIX has a 0.82% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for RBC SMID Cap Growth Fund (TMCIX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX). 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 0.89, which is lower than the HFMDX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of TMCIX and HFMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TMCIX nor HFMDX has paid dividends to shareholders.

The maximum TMCIX drawdown since its inception was -67.18%, smaller than the maximum HFMDX drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for TMCIX and HFMDX. For additional features, visit the drawdowns tool.

RBC SMID Cap Growth Fund (TMCIX) has a higher volatility of 6.06% compared to Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) at 4.87%. This indicates that TMCIX's price experiences larger fluctuations and is considered to be riskier than HFMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.