TMCPX vs. SEBLX
TMCPX (Touchstone Mid Cap Fund) and SEBLX (Touchstone Balanced Fund) are both mutual funds - TMCPX is a Mid Cap Blend Equities fund managed by Touchstone, while SEBLX is a Diversified Portfolio fund managed by Touchstone. Over the past 10 years, TMCPX returned 10.71%/yr vs 10.96%/yr for SEBLX. Their correlation of 0.84 means they have usually moved in the same direction. TMCPX charges 0.93%/yr vs 0.99%/yr for SEBLX.
Performance
TMCPX vs. SEBLX - Performance Comparison
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Returns By Period
In the year-to-date period, TMCPX achieves a 3.65% return, which is significantly higher than SEBLX's 3.00% return. Both investments have delivered pretty close results over the past 10 years, with TMCPX having a 10.71% annualized return and SEBLX not far ahead at 10.96%.
TMCPX
- 1D
- -1.64%
- 1M
- -0.59%
- 6M
- 1.77%
- YTD
- 3.65%
- 1Y
- 8.50%
- 3Y*
- 7.74%
- 5Y*
- 5.99%
- 10Y*
- 10.71%
- ALL TIME*
- 9.47%
SEBLX
- 1D
- 0.03%
- 1M
- 0.19%
- 6M
- 2.09%
- YTD
- 3.00%
- 1Y
- 10.12%
- 3Y*
- 10.87%
- 5Y*
- 6.17%
- 10Y*
- 10.96%
- ALL TIME*
- 8.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TMCPX vs. SEBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 3.65% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
SEBLX Touchstone Balanced Fund | 3.00% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
Correlation
The correlation between TMCPX and SEBLX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2003 | 0.84 |
Over the past year, the correlation between TMCPX and SEBLX has dropped to 0.58 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
TMCPX vs. SEBLX — Risk / Return Rank
TMCPX
SEBLX
TMCPX vs. SEBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and Touchstone Balanced Fund (SEBLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TMCPX | SEBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.11 | -0.65 |
| Martin ratioReturn relative to average drawdown | 1.20 | 4.51 | -3.31 |
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Drawdowns
TMCPX vs. SEBLX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, which is greater than SEBLX's maximum drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for TMCPX and SEBLX.
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Drawdown Indicators
| TMCPX | SEBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -36.70% | -21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -8.30% | -5.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.47% | -11.60% | -9.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -22.47% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -22.47% | -13.07% |
Current DrawdownCurrent decline from peak | -2.57% | -1.18% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -3.83% | -5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 2.04% | +3.15% |
Volatility
TMCPX vs. SEBLX - Volatility Comparison
Touchstone Mid Cap Fund (TMCPX) has a higher volatility of 4.73% compared to Touchstone Balanced Fund (SEBLX) at 2.60%. This indicates that TMCPX's price experiences larger fluctuations and is considered to be riskier than SEBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMCPX | SEBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 2.60% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 7.31% | +6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 9.01% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.98% | 11.36% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 12.21% | +6.29% |
TMCPX vs. SEBLX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is lower than SEBLX's 0.99% expense ratio.
Dividends
TMCPX vs. SEBLX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 2.12%, less than SEBLX's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 4.91% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
TMCPX Touchstone Mid Cap Fund | 2.12% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
Frequently Asked Questions
TMCPX and SEBLX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMCPX has higher volatility (4.73%) compared to SEBLX (2.60%). In terms of maximum drawdown, TMCPX dropped -58.03% vs SEBLX's -36.70%.
SEBLX currently has the higher Sharpe Ratio (1.03 vs 0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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