TSFIX vs. TQCAX

Last updated Apr 2, 2026

Compare and contrast key facts about Touchstone Small Cap Fund (TSFIX) and Touchstone Dividend Equity Fund (TQCAX).

TSFIX is managed by Touchstone. It was launched on Sep 30, 2009. TQCAX is managed by Touchstone. It was launched on Jun 7, 1998.

Performance

TSFIX vs. TQCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone Small Cap Fund (TSFIX) and Touchstone Dividend Equity Fund (TQCAX). The values are adjusted to include any dividend payments, if applicable.

TSFIX vs. TQCAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
TSFIX Touchstone Small Cap Fund	-2.03%	5.89%	11.13%	20.89%	-9.70%	11.56%
TQCAX Touchstone Dividend Equity Fund	0.36%	16.36%	12.60%	10.89%	-5.76%	8.12%

Returns By Period

In the year-to-date period, TSFIX achieves a -2.03% return, which is significantly lower than TQCAX's 0.36% return.

TSFIX

• 1D: 1.90%
• 1M: -4.83%
• YTD: -2.03%
• 6M: 0.62%
• 1Y: 11.29%
• 3Y*: 9.06%
• 5Y*: 6.21%
• 10Y*: 9.15%

TQCAX

• 1D: 1.97%
• 1M: -5.04%
• YTD: 0.36%
• 6M: 2.74%
• 1Y: 15.49%
• 3Y*: 13.19%
• 5Y*: —
• 10Y*: —

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

TSFIX vs. TQCAX - Expense Ratio Comparison

TSFIX has a 0.94% expense ratio, which is lower than TQCAX's 1.04% expense ratio.

TQCAX

Touchstone Dividend Equity Fund

TSFIX

Touchstone Small Cap Fund

Return for Risk

TSFIX vs. TQCAX — Risk / Return Rank

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

TSFIX

TSFIX Risk / Return Rank: 24
TSFIX Sharpe Ratio Rank: 18
TSFIX Sortino Ratio Rank: 23
TSFIX Omega Ratio Rank: 19
TSFIX Calmar Ratio Rank: 31
TSFIX Martin Ratio Rank: 29

TQCAX

TQCAX Risk / Return Rank: 43
TQCAX Sharpe Ratio Rank: 40
TQCAX Sortino Ratio Rank: 40
TQCAX Omega Ratio Rank: 45
TQCAX Calmar Ratio Rank: 40
TQCAX Martin Ratio Rank: 49

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.

TSFIX vs. TQCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Cap Fund (TSFIX) and Touchstone Dividend Equity Fund (TQCAX). 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.

	TSFIX	TQCAX	Difference
Sharpe ratio Return per unit of total volatility	0.54	0.96	-0.43
Sortino ratio Return per unit of downside risk	1.00	1.42	-0.41
Omega ratio Gain probability vs. loss probability	1.12	1.22	-0.10
Calmar ratio Return relative to maximum drawdown	0.94	1.36	-0.41
Martin ratio Return relative to average drawdown	3.38	5.92	-2.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TSFIX vs. TQCAX - Sharpe Ratio Comparison

The current TSFIX Sharpe Ratio is 0.54, which is lower than the TQCAX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of TSFIX and TQCAX, 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

	TSFIX	TQCAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.54	0.96	-0.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.59	-0.09

Correlation

The correlation between TSFIX and TQCAX 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

TSFIX vs. TQCAX - Dividend Comparison

TSFIX's dividend yield for the trailing twelve months is around 5.99%, less than TQCAX's 6.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TSFIX Touchstone Small Cap Fund	5.99%	5.87%	1.43%	3.37%	1.89%	13.31%	2.52%	18.54%	32.83%	22.85%	0.37%	13.55%
TQCAX Touchstone Dividend Equity Fund	6.44%	6.40%	7.16%	4.69%	5.30%	2.43%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

TSFIX vs. TQCAX - Drawdown Comparison

The maximum TSFIX drawdown since its inception was -39.00%, which is greater than TQCAX's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for TSFIX and TQCAX.

Drawdown Indicators

	TSFIX	TQCAX	Difference
Max Drawdown Largest peak-to-trough decline	-39.00%	-18.84%	-20.16%
Max Drawdown (1Y) Largest decline over 1 year	-13.10%	-12.02%	-1.08%
Max Drawdown (5Y) Largest decline over 5 years	-28.30%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.00%	—	—
Current Drawdown Current decline from peak	-7.18%	-5.54%	-1.64%
Average Drawdown Average peak-to-trough decline	-6.95%	-3.83%	-3.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.66%	2.76%	+0.90%

Volatility

TSFIX vs. TQCAX - Volatility Comparison

Touchstone Small Cap Fund (TSFIX) has a higher volatility of 4.80% compared to Touchstone Dividend Equity Fund (TQCAX) at 3.88%. This indicates that TSFIX's price experiences larger fluctuations and is considered to be riskier than TQCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TSFIX	TQCAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.80%	3.88%	+0.92%
Volatility (6M) Calculated over the trailing 6-month period	11.34%	7.81%	+3.53%
Volatility (1Y) Calculated over the trailing 1-year period	21.85%	15.93%	+5.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.79%	14.86%	+5.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.75%	14.86%	+6.89%