TMCPX vs. SDSCX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and BNY Mellon Small/Mid Cap Growth Fund (SDSCX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMCPX or SDSCX.
Correlation
The correlation between TMCPX and SDSCX is 0.84, 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. SDSCX - Performance Comparison
Key characteristics
TMCPX:
0.50
SDSCX:
0.69
TMCPX:
0.79
SDSCX:
1.01
TMCPX:
1.10
SDSCX:
1.13
TMCPX:
0.74
SDSCX:
0.17
TMCPX:
1.98
SDSCX:
3.38
TMCPX:
3.80%
SDSCX:
3.76%
TMCPX:
15.03%
SDSCX:
18.58%
TMCPX:
-58.03%
SDSCX:
-94.10%
TMCPX:
-8.95%
SDSCX:
-69.08%
Returns By Period
In the year-to-date period, TMCPX achieves a 6.89% return, which is significantly lower than SDSCX's 11.25% return. Over the past 10 years, TMCPX has outperformed SDSCX with an annualized return of 8.51%, while SDSCX has yielded a comparatively lower 6.56% annualized return.
TMCPX
6.89%
-7.60%
3.74%
7.08%
7.11%
8.51%
SDSCX
11.25%
-2.43%
13.45%
11.89%
3.06%
6.56%
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TMCPX vs. SDSCX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is higher than SDSCX's 0.70% expense ratio.
Risk-Adjusted Performance
TMCPX vs. SDSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and BNY Mellon Small/Mid Cap Growth Fund (SDSCX). 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. SDSCX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 0.31%, while SDSCX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Touchstone Mid Cap Fund | 0.31% | 0.33% | 0.35% | 0.36% | 0.35% | 0.74% | 0.14% | 0.15% | 0.58% | 0.06% | 0.21% | 0.22% |
BNY Mellon Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.43% | 5.44% | 0.73% | 1.84% | 1.89% | 0.00% |
Drawdowns
TMCPX vs. SDSCX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, smaller than the maximum SDSCX drawdown of -94.10%. Use the drawdown chart below to compare losses from any high point for TMCPX and SDSCX. For additional features, visit the drawdowns tool.
Volatility
TMCPX vs. SDSCX - Volatility Comparison
The current volatility for Touchstone Mid Cap Fund (TMCPX) is 4.98%, while BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a volatility of 6.40%. This indicates that TMCPX experiences smaller price fluctuations and is considered to be less risky than SDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.