TMCPX vs. AVEMX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and Ave Maria Value Fund (AVEMX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. AVEMX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2001.
Performance
TMCPX vs. AVEMX - Performance Comparison
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TMCPX vs. AVEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | -7.96% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
AVEMX Ave Maria Value Fund | 7.40% | 2.82% | 21.43% | 3.49% | 4.19% | 25.15% | 6.20% | 20.51% | -8.70% | 17.75% |
Returns By Period
In the year-to-date period, TMCPX achieves a -7.96% return, which is significantly lower than AVEMX's 7.40% return. Over the past 10 years, TMCPX has underperformed AVEMX with an annualized return of 10.15%, while AVEMX has yielded a comparatively higher 11.12% annualized return.
TMCPX
- 1D
- -0.23%
- 1M
- -11.61%
- YTD
- -7.96%
- 6M
- -5.28%
- 1Y
- 1.10%
- 3Y*
- 7.90%
- 5Y*
- 4.15%
- 10Y*
- 10.15%
AVEMX
- 1D
- -2.30%
- 1M
- -8.63%
- YTD
- 7.40%
- 6M
- 4.39%
- 1Y
- 5.29%
- 3Y*
- 12.84%
- 5Y*
- 9.04%
- 10Y*
- 11.12%
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TMCPX vs. AVEMX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is lower than AVEMX's 0.97% expense ratio.
Return for Risk
TMCPX vs. AVEMX — Risk / Return Rank
TMCPX
AVEMX
TMCPX vs. AVEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and Ave Maria Value Fund (AVEMX). 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.
| TMCPX | AVEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.28 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.28 | 0.53 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 0.31 | -0.32 |
Martin ratioReturn relative to average drawdown | -0.03 | 0.76 | -0.79 |
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
| TMCPX | AVEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.28 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.49 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.07 |
Correlation
The correlation between TMCPX and AVEMX is 0.85, 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
TMCPX vs. AVEMX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 2.39%, more than AVEMX's 0.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 2.39% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
AVEMX Ave Maria Value Fund | 0.31% | 0.34% | 8.81% | 4.42% | 1.15% | 8.07% | 3.57% | 5.27% | 10.76% | 7.84% | 0.00% | 0.12% |
Drawdowns
TMCPX vs. AVEMX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, roughly equal to the maximum AVEMX drawdown of -59.76%. Use the drawdown chart below to compare losses from any high point for TMCPX and AVEMX.
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Drawdown Indicators
| TMCPX | AVEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -59.76% | +1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -13.42% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -18.64% | -2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -39.76% | +4.22% |
Current DrawdownCurrent decline from peak | -13.48% | -9.20% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -8.63% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 5.51% | -1.36% |
Volatility
TMCPX vs. AVEMX - Volatility Comparison
Touchstone Mid Cap Fund (TMCPX) has a higher volatility of 5.60% compared to Ave Maria Value Fund (AVEMX) at 5.17%. This indicates that TMCPX's price experiences larger fluctuations and is considered to be riskier than AVEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMCPX | AVEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 5.17% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 13.14% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 20.99% | -1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 18.44% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 18.46% | -0.07% |