TMCPX vs. IDIVX

In the year-to-date period, TMCPX achieves a -7.39% return, which is significantly lower than IDIVX's -2.36% return. Over the past 10 years, TMCPX has outperformed IDIVX with an annualized return of 8.96%, while IDIVX has yielded a comparatively lower 6.70% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TMCPX has a 0.93% expense ratio, which is lower than IDIVX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and Integrity Dividend Harvest Fund (IDIVX). 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 -0.14, which is lower than the IDIVX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of TMCPX and IDIVX, 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 2.73%, less than IDIVX's 3.08% yield.

The maximum TMCPX drawdown since its inception was -58.03%, which is greater than IDIVX's maximum drawdown of -33.38%. Use the drawdown chart below to compare losses from any high point for TMCPX and IDIVX. For additional features, visit the drawdowns tool.

Touchstone Mid Cap Fund (TMCPX) has a higher volatility of 12.56% compared to Integrity Dividend Harvest Fund (IDIVX) at 10.88%. This indicates that TMCPX's price experiences larger fluctuations and is considered to be riskier than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.