TPLC vs. ETIDX
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Dividend Opportunities Fund (ETIDX).
TPLC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Large Cap Volatility Weighted BRI Index. It was launched on Apr 29, 2019. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLC or ETIDX.
Correlation
The correlation between TPLC and ETIDX is 0.94, 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
TPLC vs. ETIDX - Performance Comparison
Key characteristics
TPLC:
1.33
ETIDX:
1.38
TPLC:
1.87
ETIDX:
1.95
TPLC:
1.23
ETIDX:
1.23
TPLC:
2.08
ETIDX:
1.58
TPLC:
6.54
ETIDX:
7.93
TPLC:
2.45%
ETIDX:
2.48%
TPLC:
12.07%
ETIDX:
14.26%
TPLC:
-38.02%
ETIDX:
-34.12%
TPLC:
-6.72%
ETIDX:
-8.48%
Returns By Period
In the year-to-date period, TPLC achieves a 13.93% return, which is significantly lower than ETIDX's 17.57% return.
TPLC
13.93%
-4.86%
6.10%
14.27%
10.66%
N/A
ETIDX
17.57%
-5.46%
5.92%
18.07%
12.26%
N/A
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TPLC vs. ETIDX - Expense Ratio Comparison
TPLC has a 0.52% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
TPLC vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Dividend Opportunities Fund (ETIDX). 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
TPLC vs. ETIDX - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.88%, more than ETIDX's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.88% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% | 0.00% | 0.00% |
ETIDX Eventide Dividend Opportunities Fund | 0.53% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% |
Drawdowns
TPLC vs. ETIDX - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for TPLC and ETIDX. For additional features, visit the drawdowns tool.
Volatility
TPLC vs. ETIDX - Volatility Comparison
The current volatility for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) is 4.20%, while Eventide Dividend Opportunities Fund (ETIDX) has a volatility of 4.81%. This indicates that TPLC experiences smaller price fluctuations and is considered to be less risky than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.