TMCPX vs. GQGIX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. GQGIX is managed by GQG Partners.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMCPX or GQGIX.
Key characteristics
| TMCPX | GQGIX | |
|---|---|---|
| YTD Return | 8.54% | 13.01% |
| 1Y Return | 19.11% | 24.30% |
| 3Y Return (Ann) | 7.47% | 4.01% |
| 5Y Return (Ann) | 9.78% | 9.80% |
| Sharpe Ratio | 1.23 | 1.67 |
| Daily Std Dev | 15.69% | 14.49% |
| Max Drawdown | -58.03% | -33.50% |
| Current Drawdown | -0.88% | -6.09% |
Correlation
The correlation between TMCPX and GQGIX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TMCPX vs. GQGIX - Performance Comparison
In the year-to-date period, TMCPX achieves a 8.54% return, which is significantly lower than GQGIX's 13.01% 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. GQGIX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is lower than GQGIX's 0.98% expense ratio.
Risk-Adjusted Performance
TMCPX vs. GQGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX). 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. GQGIX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 0.85%, less than GQGIX's 2.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 0.85% | 0.92% | 1.43% | 2.80% | 1.93% | 2.96% | 3.95% | 1.10% | 0.58% | 0.06% | 0.21% | 0.22% |
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Shares | 2.40% | 2.71% | 5.67% | 3.91% | 0.24% | 1.16% | 0.81% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMCPX vs. GQGIX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, which is greater than GQGIX's maximum drawdown of -33.50%. Use the drawdown chart below to compare losses from any high point for TMCPX and GQGIX. For additional features, visit the drawdowns tool.
Volatility
TMCPX vs. GQGIX - Volatility Comparison
Touchstone Mid Cap Fund (TMCPX) has a higher volatility of 4.21% compared to GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX) at 3.23%. This indicates that TMCPX's price experiences larger fluctuations and is considered to be riskier than GQGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.