TMCIX vs. RGOIX
Compare and contrast key facts about RBC SMID Cap Growth Fund (TMCIX) and RBC Global Opportunities Fund (RGOIX).
TMCIX is managed by RBC Global Asset Management.. It was launched on Jun 1, 1994. RGOIX is managed by RBC Global Asset Management.. It was launched on Dec 2, 2014.
Performance
TMCIX vs. RGOIX - Performance Comparison
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TMCIX vs. RGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMCIX RBC SMID Cap Growth Fund | -7.48% | -0.79% | 6.78% | 17.32% | -16.59% | 23.50% | 20.52% | 33.98% | -4.58% | 17.07% |
RGOIX RBC Global Opportunities Fund | -7.38% | 17.25% | 17.10% | 9.82% | -23.66% | 16.82% | 26.94% | 31.55% | -6.89% | 34.27% |
Returns By Period
The year-to-date returns for both investments are quite close, with TMCIX having a -7.48% return and RGOIX slightly higher at -7.38%. Over the past 10 years, TMCIX has underperformed RGOIX with an annualized return of 8.79%, while RGOIX has yielded a comparatively higher 10.45% annualized return.
TMCIX
- 1D
- -0.72%
- 1M
- -10.15%
- YTD
- -7.48%
- 6M
- -5.09%
- 1Y
- 1.97%
- 3Y*
- 2.31%
- 5Y*
- 2.03%
- 10Y*
- 8.79%
RGOIX
- 1D
- -0.22%
- 1M
- -9.04%
- YTD
- -7.38%
- 6M
- -6.18%
- 1Y
- 11.94%
- 3Y*
- 10.55%
- 5Y*
- 4.30%
- 10Y*
- 10.45%
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TMCIX vs. RGOIX - Expense Ratio Comparison
TMCIX has a 0.82% expense ratio, which is higher than RGOIX's 0.75% expense ratio.
Return for Risk
TMCIX vs. RGOIX — Risk / Return Rank
TMCIX
RGOIX
TMCIX vs. RGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC SMID Cap Growth Fund (TMCIX) and RBC Global Opportunities Fund (RGOIX). 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.
| TMCIX | RGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.77 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.18 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.17 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.00 | 1.00 | -1.00 |
Martin ratioReturn relative to average drawdown | -0.01 | 4.13 | -4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TMCIX | RGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.77 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.26 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.60 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.55 | -0.30 |
Correlation
The correlation between TMCIX and RGOIX is 0.82, 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.
Dividends
TMCIX vs. RGOIX - Dividend Comparison
TMCIX's dividend yield for the trailing twelve months is around 8.41%, more than RGOIX's 0.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCIX RBC SMID Cap Growth Fund | 8.41% | 7.78% | 1.32% | 2.04% | 7.82% | 24.68% | 2.63% | 7.32% | 9.26% | 22.57% | 7.25% | 11.05% |
RGOIX RBC Global Opportunities Fund | 0.76% | 0.70% | 0.65% | 0.75% | 0.27% | 4.61% | 2.28% | 2.76% | 3.77% | 3.79% | 0.75% | 1.21% |
Drawdowns
TMCIX vs. RGOIX - Drawdown Comparison
The maximum TMCIX drawdown since its inception was -57.70%, which is greater than RGOIX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for TMCIX and RGOIX.
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Drawdown Indicators
| TMCIX | RGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.70% | -33.40% | -24.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -10.13% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -25.64% | -31.72% | +6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -37.34% | -33.40% | -3.94% |
Current DrawdownCurrent decline from peak | -14.04% | -9.67% | -4.37% |
Average DrawdownAverage peak-to-trough decline | -16.62% | -7.00% | -9.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 2.46% | +1.65% |
Volatility
TMCIX vs. RGOIX - Volatility Comparison
RBC SMID Cap Growth Fund (TMCIX) has a higher volatility of 5.17% compared to RBC Global Opportunities Fund (RGOIX) at 4.74%. This indicates that TMCIX's price experiences larger fluctuations and is considered to be riskier than RGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMCIX | RGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 4.74% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 9.28% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.21% | 15.93% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.13% | 16.56% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 17.57% | +3.15% |