TMCPX vs. EISMX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMCPX or EISMX.
Key characteristics
| TMCPX | EISMX | |
|---|---|---|
| YTD Return | 14.79% | 21.13% |
| 1Y Return | 31.15% | 31.55% |
| 3Y Return (Ann) | 5.88% | -0.01% |
| 5Y Return (Ann) | 8.64% | 3.54% |
| 10Y Return (Ann) | 9.71% | 5.89% |
| Sharpe Ratio | 2.00 | 2.40 |
| Sortino Ratio | 2.78 | 3.35 |
| Omega Ratio | 1.34 | 1.42 |
| Calmar Ratio | 2.88 | 1.27 |
| Martin Ratio | 8.52 | 13.70 |
| Ulcer Index | 3.52% | 2.24% |
| Daily Std Dev | 15.01% | 12.80% |
| Max Drawdown | -58.03% | -53.04% |
| Current Drawdown | 0.00% | -0.30% |
Correlation
The correlation between TMCPX and EISMX is 0.91, 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
TMCPX vs. EISMX - Performance Comparison
In the year-to-date period, TMCPX achieves a 14.79% return, which is significantly lower than EISMX's 21.13% return. Over the past 10 years, TMCPX has outperformed EISMX with an annualized return of 9.71%, while EISMX has yielded a comparatively lower 5.89% annualized 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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TMCPX vs. EISMX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is higher than EISMX's 0.88% expense ratio.
Risk-Adjusted Performance
TMCPX vs. EISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). 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
TMCPX vs. EISMX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 0.29%, more than EISMX's 0.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 0.29% | 0.33% | 0.35% | 0.36% | 0.35% | 0.74% | 0.14% | 0.15% | 0.58% | 0.06% | 0.21% | 0.22% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.09% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMCPX vs. EISMX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, which is greater than EISMX's maximum drawdown of -53.04%. Use the drawdown chart below to compare losses from any high point for TMCPX and EISMX. For additional features, visit the drawdowns tool.
Volatility
TMCPX vs. EISMX - Volatility Comparison
Touchstone Mid Cap Fund (TMCPX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) have volatilities of 4.09% and 3.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.