TMCPX vs. SDSCX

In the year-to-date period, TMCPX achieves a -2.32% return, which is significantly lower than SDSCX's -1.08% return. Over the past 10 years, TMCPX has underperformed SDSCX with an annualized return of 9.46%, while SDSCX has yielded a comparatively higher 10.04% annualized return.

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TMCPX has a 0.93% expense ratio, which is higher than SDSCX's 0.70% expense ratio.

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.

The current TMCPX Sharpe Ratio is 0.18, which is lower than the SDSCX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of TMCPX and SDSCX, 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 2.58%, more than SDSCX's 0.22% yield.

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.

The current volatility for Touchstone Mid Cap Fund (TMCPX) is 5.64%, while BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a volatility of 6.49%. 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.