Transamerica Sustainable Equity Income Fund (TRDIX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRDIX
TRDIX charges 0.74% annually. There are 31 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | TRDIX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | TRDIX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | TRDIX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | TRDIX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | TRDIX vs VDIGX |
Best Risk-Adjusted Alternatives to TRDIX
TRDIX has a PortfoliosLab risk / return rank of 82. There are 33 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | TRDIX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | TRDIX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | TRDIX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | TRDIX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | TRDIX vs REAYX |
Top Performing TRDIX Alternatives (YTD)
TRDIX is at 21.19% YTD. No mutual funds in the Dividend category have higher YTD returns; the top-performing alternatives shown here go as high as 18.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | TRDIX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | TRDIX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | TRDIX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | TRDIX vs HFQAX | |
| MFS Equity Income Fund | 17.74% | — | Sep 2012 | TRDIX vs EQNIX |
Lowest Volatility Alternatives to TRDIX
TRDIX has 12.76% 1-year volatility. There are 61 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | TRDIX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | TRDIX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | TRDIX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TRDIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TRDIX vs ACIIX |
Lowest Drawdown Alternatives to TRDIX
TRDIX has a 1-year max drawdown of -10.50%. There are 64 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | TRDIX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | TRDIX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | TRDIX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | TRDIX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | TRDIX vs CDDYX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 13 | 1.72% | — | Nov 2009 | TRDIX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | TRDIX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | TRDIX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | TRDIX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | TRDIX vs IMLAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 52 | 4.82% | — | Feb 2002 | TRDIX vs IMOAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | TRDIX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | TRDIX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | TRDIX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | TRDIX vs TSLTX |
Often Compared With TRDIX
Investors most often compare TRDIX with AVERX, ACTIX, VALAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TRDIX with Any Fund or Stock
Compare TRDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRDIX with funds that move differently
Transamerica Sustainable Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRDIX.
Explore TRDIX Diversifiers