TMCPX vs. EISMX

In the year-to-date period, TMCPX achieves a 15.67% return, which is significantly lower than EISMX's 20.89% return. Over the past 10 years, TMCPX has outperformed EISMX with an annualized return of 9.48%, while EISMX has yielded a comparatively lower 5.74% annualized return.

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TMCPX has a 0.93% expense ratio, which is higher than EISMX's 0.88% expense ratio.

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.

The current TMCPX Sharpe Ratio is 1.71, which is comparable to the EISMX Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of TMCPX and EISMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TMCPX's dividend yield for the trailing twelve months is around 0.29%, more than EISMX's 0.09% yield.

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.

Touchstone Mid Cap Fund (TMCPX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) have volatilities of 4.54% and 4.50%, 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.