TSCGX vs. TSCSX

Last updated Apr 1, 2026

Compare and contrast key facts about Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Small Cap Stock Fund Class S (TSCSX).

TSCGX is managed by Thrivent. It was launched on Feb 28, 2018. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.

Performance

TSCGX vs. TSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Small Cap Stock Fund Class S (TSCSX). The values are adjusted to include any dividend payments, if applicable.

TSCGX vs. TSCSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
TSCGX Thrivent Small Cap Growth Fund	-4.40%	1.84%	10.83%	9.90%	-22.54%	11.30%	55.07%	30.05%	-11.15%
TSCSX Thrivent Small Cap Stock Fund Class S	-3.28%	2.36%	12.73%	12.47%	-10.94%	24.22%	22.87%	27.92%	-12.17%

Returns By Period

In the year-to-date period, TSCGX achieves a -4.40% return, which is significantly lower than TSCSX's -3.28% return.

TSCGX

• 1D: -1.73%
• 1M: -9.85%
• YTD: -4.40%
• 6M: -4.43%
• 1Y: 9.10%
• 3Y*: 4.05%
• 5Y*: -0.24%
• 10Y*: —

TSCSX

• 1D: -1.17%
• 1M: -9.54%
• YTD: -3.28%
• 6M: -1.94%
• 1Y: 10.06%
• 3Y*: 6.13%
• 5Y*: 4.01%
• 10Y*: 11.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TSCGX vs. TSCSX - Expense Ratio Comparison

TSCGX has a 1.21% expense ratio, which is higher than TSCSX's 0.80% expense ratio.

TSCGX

Thrivent Small Cap Growth Fund

TSCSX

Thrivent Small Cap Stock Fund Class S

Return for Risk

TSCGX vs. TSCSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TSCGX

TSCGX Risk / Return Rank: 15
TSCGX Sharpe Ratio Rank: 14
TSCGX Sortino Ratio Rank: 16
TSCGX Omega Ratio Rank: 14
TSCGX Calmar Ratio Rank: 16
TSCGX Martin Ratio Rank: 17

TSCSX

TSCSX Risk / Return Rank: 19
TSCSX Sharpe Ratio Rank: 18
TSCSX Sortino Ratio Rank: 20
TSCSX Omega Ratio Rank: 18
TSCSX Calmar Ratio Rank: 19
TSCSX Martin Ratio Rank: 20

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TSCGX vs. TSCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Growth Fund (TSCGX) and Thrivent Small Cap Stock Fund Class S (TSCSX). 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.

	TSCGX	TSCSX	Difference
Sharpe ratio Return per unit of total volatility	0.39	0.46	-0.07
Sortino ratio Return per unit of downside risk	0.71	0.81	-0.10
Omega ratio Gain probability vs. loss probability	1.09	1.11	-0.01
Calmar ratio Return relative to maximum drawdown	0.47	0.56	-0.09
Martin ratio Return relative to average drawdown	1.68	2.01	-0.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TSCGX vs. TSCSX - Sharpe Ratio Comparison

The current TSCGX Sharpe Ratio is 0.39, which is comparable to the TSCSX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of TSCGX and TSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TSCGX	TSCSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.39	0.46	-0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.01	0.19	-0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.39	-0.07

Correlation

The correlation between TSCGX and TSCSX is 0.84, 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

TSCGX vs. TSCSX - Dividend Comparison

TSCGX's dividend yield for the trailing twelve months is around 0.91%, less than TSCSX's 2.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TSCGX Thrivent Small Cap Growth Fund	0.91%	0.87%	0.00%	0.00%	0.00%	2.39%	2.20%	0.50%	2.27%	0.00%	0.00%	0.00%
TSCSX Thrivent Small Cap Stock Fund Class S	2.44%	2.36%	3.18%	0.46%	9.60%	11.33%	1.60%	8.72%	15.00%	6.68%	4.19%	8.34%

Drawdowns

TSCGX vs. TSCSX - Drawdown Comparison

The maximum TSCGX drawdown since its inception was -38.84%, smaller than the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for TSCGX and TSCSX.

Drawdown Indicators

	TSCGX	TSCSX	Difference
Max Drawdown Largest peak-to-trough decline	-38.84%	-56.66%	+17.82%
Max Drawdown (1Y) Largest decline over 1 year	-13.48%	-14.31%	+0.83%
Max Drawdown (5Y) Largest decline over 5 years	-38.84%	-27.04%	-11.80%
Max Drawdown (10Y) Largest decline over 10 years	—	-41.63%	—
Current Drawdown Current decline from peak	-15.75%	-11.36%	-4.39%
Average Drawdown Average peak-to-trough decline	-13.28%	-10.29%	-2.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.75%	3.96%	-0.21%

Volatility

TSCGX vs. TSCSX - Volatility Comparison

Thrivent Small Cap Growth Fund (TSCGX) has a higher volatility of 7.62% compared to Thrivent Small Cap Stock Fund Class S (TSCSX) at 6.31%. This indicates that TSCGX's price experiences larger fluctuations and is considered to be riskier than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TSCGX	TSCSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.62%	6.31%	+1.31%
Volatility (6M) Calculated over the trailing 6-month period	14.06%	12.48%	+1.58%
Volatility (1Y) Calculated over the trailing 1-year period	23.03%	22.16%	+0.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.69%	21.65%	+2.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.48%	22.08%	+2.40%