TPLNX vs. TLGAX
TPLNX (Timothy Plan Small Cap Value Fund) and TLGAX (Timothy Plan Large/Mid Cap Growth Fund) are both mutual funds - TPLNX is a Small Cap Blend Equities fund managed by Timothy Plan, while TLGAX is a Large Cap Growth Equities fund managed by Timothy Plan. Over the past 10 years, TPLNX returned 9.14%/yr vs 12.60%/yr for TLGAX. Their correlation of 0.80 means they have usually moved in the same direction. TPLNX charges 1.52%/yr vs 1.61%/yr for TLGAX.
Performance
TPLNX vs. TLGAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TPLNX achieves a 14.40% return, which is significantly higher than TLGAX's 12.61% return. Over the past 10 years, TPLNX has underperformed TLGAX with an annualized return of 9.14%, while TLGAX has yielded a comparatively higher 12.60% annualized return.
TPLNX
- 1D
- 0.48%
- 1M
- -0.91%
- 6M
- 8.42%
- YTD
- 14.40%
- 1Y
- 16.92%
- 3Y*
- 10.63%
- 5Y*
- 6.93%
- 10Y*
- 9.14%
- ALL TIME*
- 8.25%
TLGAX
- 1D
- 2.66%
- 1M
- -4.48%
- 6M
- 10.52%
- YTD
- 12.61%
- 1Y
- 16.78%
- 3Y*
- 17.55%
- 5Y*
- 10.61%
- 10Y*
- 12.60%
- ALL TIME*
- 5.34%
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 |
TPLNX vs. TLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPLNX Timothy Plan Small Cap Value Fund | 14.40% | 0.58% | 11.18% | 17.31% | -13.13% | 28.12% | 2.00% | 28.29% | -15.66% | 12.94% |
TLGAX Timothy Plan Large/Mid Cap Growth Fund | 12.61% | 11.60% | 22.24% | 24.16% | -21.44% | 29.00% | 22.21% | 30.73% | -11.48% | 16.90% |
Correlation
The correlation between TPLNX and TLGAX is 0.57, 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. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2000 | 0.80 |
Over the past year, the correlation between TPLNX and TLGAX has dropped to 0.57 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TPLNX vs. TLGAX — Risk / Return Rank
TPLNX
TLGAX
TPLNX vs. TLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Small Cap Value Fund (TPLNX) and Timothy Plan Large/Mid Cap Growth Fund (TLGAX). 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.
| TPLNX | TLGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.34 | +0.03 |
| Martin ratioReturn relative to average drawdown | 3.69 | 4.78 | -1.09 |
Loading charts...
Drawdowns
TPLNX vs. TLGAX - Drawdown Comparison
The maximum TPLNX drawdown since its inception was -55.96%, smaller than the maximum TLGAX drawdown of -61.24%. Use the drawdown chart below to compare losses from any high point for TPLNX and TLGAX.
Loading charts...
Drawdown Indicators
| TPLNX | TLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.96% | -61.24% | +5.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -10.60% | +0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.49% | -21.12% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -28.82% | +3.07% |
Max Drawdown (10Y)Largest decline over 10 years | -43.18% | -35.72% | -7.46% |
Current DrawdownCurrent decline from peak | -2.63% | -8.22% | +5.59% |
Average DrawdownAverage peak-to-trough decline | -8.70% | -18.76% | +10.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 2.97% | +0.76% |
Volatility
TPLNX vs. TLGAX - Volatility Comparison
The current volatility for Timothy Plan Small Cap Value Fund (TPLNX) is 3.60%, while Timothy Plan Large/Mid Cap Growth Fund (TLGAX) has a volatility of 6.48%. This indicates that TPLNX experiences smaller price fluctuations and is considered to be less risky than TLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TPLNX | TLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 6.48% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.45% | 15.67% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.93% | 19.12% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 19.63% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 19.81% | +2.29% |
TPLNX vs. TLGAX - Expense Ratio Comparison
TPLNX has a 1.52% expense ratio, which is lower than TLGAX's 1.61% expense ratio.
Dividends
TPLNX vs. TLGAX - Dividend Comparison
TPLNX's dividend yield for the trailing twelve months is around 4.51%, less than TLGAX's 11.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLGAX Timothy Plan Large/Mid Cap Growth Fund | 11.18% | 12.59% | 6.98% | 5.89% | 10.34% | 5.99% | 1.69% | 4.03% | 5.81% | 2.54% | 1.21% | 10.79% |
TPLNX Timothy Plan Small Cap Value Fund | 4.51% | 5.17% | 12.41% | 3.95% | 6.72% | 9.40% | 0.16% | 3.68% | 16.26% | 9.20% | 1.34% | 9.66% |
Frequently Asked Questions
TPLNX and TLGAX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TLGAX has higher volatility (6.48%) compared to TPLNX (3.60%). In terms of maximum drawdown, TPLNX dropped -55.96% vs TLGAX's -61.24%.
TPLNX currently has the higher Sharpe Ratio (0.81 vs 0.74), 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.
Find the right allocation for TPLNX and TLGAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer