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 313 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | TADAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TADAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | TADAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | TADAX vs VIGAX |
Best Risk-Adjusted Alternatives to TADAX
TADAX has a PortfoliosLab risk / return rank of 31. There are 199 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | TADAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | TADAX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | TADAX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | TADAX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | TADAX vs POGRX |
Top Performing TADAX Alternatives (YTD)
TADAX is at 10.15% YTD. There are 166 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | TADAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | TADAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | TADAX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | TADAX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | TADAX vs FOKFX |
Lowest Volatility Alternatives to TADAX
TADAX has 16.72% 1-year volatility. There are 308 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | TADAX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | TADAX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | TADAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | TADAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | TADAX vs AWYIX |
Lowest Drawdown Alternatives to TADAX
TADAX has a 1-year max drawdown of -16.48%. There are 280 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | TADAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TADAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TADAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | TADAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TADAX vs AQEIX |
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 | 53 | 10.35% | — | Feb 2002 | TADAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | TADAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | TADAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | TADAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | TADAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | TADAX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | TADAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | TADAX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | TADAX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | TADAX vs TSLTX |
Often Compared With TADAX
Investors most often compare TADAX with VOO, IBALX, VTSAX. These 20 comparison targets span 12 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