Transamerica US Growth (TADAX) 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 TADAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TADAX
TADAX charges 1.02% annually. There are 308 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 | TADAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TADAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | TADAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TADAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | TADAX vs VIGAX |
Best Risk-Adjusted Alternatives to TADAX
TADAX has a PortfoliosLab risk / return rank of 22. There are 206 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 | TADAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | TADAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | TADAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | TADAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | TADAX vs FOCPX |
Top Performing TADAX Alternatives (YTD)
TADAX is at 5.83% YTD. There are 216 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 | TADAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | TADAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | TADAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | TADAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | TADAX vs POGRX |
Lowest Volatility Alternatives to TADAX
TADAX has 17.92% 1-year volatility. There are 312 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 | TADAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | TADAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | TADAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | TADAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | TADAX vs GQEPX |
Lowest Drawdown Alternatives to TADAX
TADAX has a 1-year max drawdown of -16.48%. There are 274 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 | TADAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TADAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TADAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TADAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | TADAX vs DNVYX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include IAAAX, TISVX, IALAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 50 | 9.34% | — | Feb 2002 | TADAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 28 | 12.25% | — | Jan 2013 | TADAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -6.69% | — | Mar 1999 | TADAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 51 | 6.87% | — | Feb 2002 | TADAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 64 | 2.46% | — | Jul 2013 | TADAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 5.20% | — | Aug 2011 | TADAX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 43 | 12.68% | — | Dec 1992 | TADAX vs TSWIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 50 | 5.06% | — | Feb 2002 | TADAX vs IMOAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 39 | 8.35% | — | Sep 2000 | TADAX vs TLOFX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 91 | 25.53% | — | Jan 2003 | TADAX vs TSLTX |
Often Compared With TADAX
Investors most often compare TADAX with VOO, IBALX, VTSAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TADAX with Any Fund or Stock
Compare TADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TADAX with funds that move differently
Transamerica US Growth alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TADAX.
Explore TADAX Diversifiers