TSCSX vs. TMSIX
Compare and contrast key facts about Thrivent Small Cap Stock Fund Class S (TSCSX) and Thrivent Mid Cap Stock Fund Class S (TMSIX).
TSCSX is managed by Thrivent. It was launched on Jul 1, 1996. TMSIX is managed by Thrivent. It was launched on Jun 30, 1993.
Performance
TSCSX vs. TMSIX - Performance Comparison
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TSCSX vs. TMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
TMSIX Thrivent Mid Cap Stock Fund Class S | -2.40% | 4.64% | 14.08% | 13.90% | -17.68% | 28.06% | 21.96% | 24.88% | -10.47% | 18.90% |
Returns By Period
In the year-to-date period, TSCSX achieves a -3.28% return, which is significantly lower than TMSIX's -2.40% return. Both investments have delivered pretty close results over the past 10 years, with TSCSX having a 11.51% annualized return and TMSIX not far behind at 11.16%.
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%
TMSIX
- 1D
- -0.54%
- 1M
- -8.39%
- YTD
- -2.40%
- 6M
- -0.70%
- 1Y
- 6.18%
- 3Y*
- 8.10%
- 5Y*
- 5.03%
- 10Y*
- 11.16%
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TSCSX vs. TMSIX - Expense Ratio Comparison
TSCSX has a 0.80% expense ratio, which is higher than TMSIX's 0.74% expense ratio.
Return for Risk
TSCSX vs. TMSIX — Risk / Return Rank
TSCSX
TMSIX
TSCSX vs. TMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) and Thrivent Mid Cap Stock Fund Class S (TMSIX). 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.
| TSCSX | TMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.34 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.62 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.34 | +0.22 |
Martin ratioReturn relative to average drawdown | 2.01 | 1.38 | +0.64 |
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
| TSCSX | TMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.34 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.25 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Correlation
The correlation between TSCSX and TMSIX 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.
Dividends
TSCSX vs. TMSIX - Dividend Comparison
TSCSX's dividend yield for the trailing twelve months is around 2.44%, less than TMSIX's 12.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TMSIX Thrivent Mid Cap Stock Fund Class S | 12.70% | 12.39% | 7.91% | 1.48% | 2.86% | 10.77% | 3.26% | 2.77% | 11.64% | 7.92% | 4.10% | 11.95% |
Drawdowns
TSCSX vs. TMSIX - Drawdown Comparison
The maximum TSCSX drawdown since its inception was -56.66%, roughly equal to the maximum TMSIX drawdown of -56.10%. Use the drawdown chart below to compare losses from any high point for TSCSX and TMSIX.
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Drawdown Indicators
| TSCSX | TMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.66% | -56.10% | -0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -13.29% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | -31.57% | +4.53% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -40.66% | -0.97% |
Current DrawdownCurrent decline from peak | -11.36% | -8.97% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -10.06% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.29% | +0.67% |
Volatility
TSCSX vs. TMSIX - Volatility Comparison
Thrivent Small Cap Stock Fund Class S (TSCSX) has a higher volatility of 6.31% compared to Thrivent Mid Cap Stock Fund Class S (TMSIX) at 5.48%. This indicates that TSCSX's price experiences larger fluctuations and is considered to be riskier than TMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSCSX | TMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.48% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 10.71% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 19.02% | +3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 20.37% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.08% | 20.40% | +1.68% |