Transamerica Capital Growth Fund (IALAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IALAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IALAX
IALAX charges 1.01% annually. There are 306 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | IALAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | IALAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IALAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | IALAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | IALAX vs TILIX |
Best Risk-Adjusted Alternatives to IALAX
IALAX has a PortfoliosLab risk / return rank of 3. There are 401 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | IALAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | IALAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | IALAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | IALAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | IALAX vs FOCPX |
Top Performing IALAX Alternatives (YTD)
IALAX is at -6.69% YTD. There are 403 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | IALAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | IALAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | IALAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | IALAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | IALAX vs POGRX |
Lowest Volatility Alternatives to IALAX
IALAX has 30.05% 1-year volatility. There are 415 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | IALAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | IALAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | IALAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | IALAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | IALAX vs GQEPX |
Lowest Drawdown Alternatives to IALAX
IALAX has a 1-year max drawdown of -29.07%. There are 415 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | IALAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | IALAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | IALAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | IALAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | IALAX vs DNVYX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 22 | 5.83% | — | Nov 2009 | IALAX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 50 | 9.34% | — | Feb 2002 | IALAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 28 | 12.25% | — | Jan 2013 | IALAX vs TISVX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 51 | 6.87% | — | Feb 2002 | IALAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 64 | 2.46% | — | Jul 2013 | IALAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 5.20% | — | Aug 2011 | IALAX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 43 | 12.68% | — | Dec 1992 | IALAX vs TSWIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 50 | 5.06% | — | Feb 2002 | IALAX vs IMOAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 39 | 8.35% | — | Sep 2000 | IALAX vs TLOFX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 91 | 25.53% | — | Jan 2003 | IALAX vs TSLTX |
Often Compared With IALAX
Investors most often compare IALAX with SPY, FSCSX, XLK. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare IALAX with Any Fund or Stock
Compare IALAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IALAX with funds that move differently
Transamerica Capital Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IALAX.
Explore IALAX Diversifiers