TMDIX vs. SMCWX
Compare and contrast key facts about AMG TimesSquare Mid Cap Growth Fund (TMDIX) and American Funds SMALLCAP World Fund Class A (SMCWX).
TMDIX is managed by AMG. It was launched on Mar 4, 2005. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
TMDIX vs. SMCWX - Performance Comparison
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TMDIX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMDIX AMG TimesSquare Mid Cap Growth Fund | -10.97% | -1.76% | 10.84% | 25.07% | -22.26% | 16.75% | 33.42% | 63.26% | -4.28% | 22.66% |
SMCWX American Funds SMALLCAP World Fund Class A | -4.37% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, TMDIX achieves a -10.97% return, which is significantly lower than SMCWX's -4.37% return. Over the past 10 years, TMDIX has outperformed SMCWX with an annualized return of 11.64%, while SMCWX has yielded a comparatively lower 8.67% annualized return.
TMDIX
- 1D
- -0.99%
- 1M
- -9.23%
- YTD
- -10.97%
- 6M
- -23.70%
- 1Y
- -9.34%
- 3Y*
- 4.13%
- 5Y*
- 1.97%
- 10Y*
- 11.64%
SMCWX
- 1D
- -1.23%
- 1M
- -11.33%
- YTD
- -4.37%
- 6M
- -2.08%
- 1Y
- 16.75%
- 3Y*
- 7.63%
- 5Y*
- -0.15%
- 10Y*
- 8.67%
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TMDIX vs. SMCWX - Expense Ratio Comparison
TMDIX has a 0.98% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
TMDIX vs. SMCWX — Risk / Return Rank
TMDIX
SMCWX
TMDIX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG TimesSquare Mid Cap Growth Fund (TMDIX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| TMDIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 0.89 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.40 | 1.34 | -1.75 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.18 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.52 | 1.14 | -1.66 |
Martin ratioReturn relative to average drawdown | -1.36 | 4.44 | -5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TMDIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 0.89 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.01 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.49 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.06 |
Correlation
The correlation between TMDIX and SMCWX is 0.89, 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.
Dividends
TMDIX vs. SMCWX - Dividend Comparison
TMDIX has not paid dividends to shareholders, while SMCWX's dividend yield for the trailing twelve months is around 5.07%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMDIX AMG TimesSquare Mid Cap Growth Fund | 0.00% | 0.00% | 8.08% | 3.98% | 3.69% | 29.72% | 18.28% | 31.06% | 16.38% | 14.44% | 5.90% | 7.73% |
SMCWX American Funds SMALLCAP World Fund Class A | 5.07% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
TMDIX vs. SMCWX - Drawdown Comparison
The maximum TMDIX drawdown since its inception was -48.73%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for TMDIX and SMCWX.
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Drawdown Indicators
| TMDIX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.73% | -62.46% | +13.73% |
Max Drawdown (1Y)Largest decline over 1 year | -25.45% | -11.83% | -13.62% |
Max Drawdown (5Y)Largest decline over 5 years | -30.53% | -39.79% | +9.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.44% | -39.79% | +4.35% |
Current DrawdownCurrent decline from peak | -25.45% | -13.13% | -12.32% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -14.98% | +7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.77% | 3.03% | +6.74% |
Volatility
TMDIX vs. SMCWX - Volatility Comparison
The current volatility for AMG TimesSquare Mid Cap Growth Fund (TMDIX) is 5.87%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 6.50%. This indicates that TMDIX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMDIX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 6.50% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.89% | 11.32% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 17.64% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 17.99% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 17.72% | +3.27% |