Transamerica Sustainable Equity Income Fund (TRDIX) belongs to the Large Cap Value Equities 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 142 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TRDIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TRDIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRDIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRDIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TRDIX vs VVIAX |
Best Risk-Adjusted Alternatives to TRDIX
TRDIX has a PortfoliosLab risk / return rank of 64. There are 185 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TRDIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TRDIX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | TRDIX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TRDIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TRDIX vs AVLVX |
Top Performing TRDIX Alternatives (YTD)
TRDIX is at 19.10% YTD. There are 23 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | TRDIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | TRDIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | TRDIX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | TRDIX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | TRDIX vs YAFFX |
Lowest Volatility Alternatives to TRDIX
TRDIX has 12.65% 1-year volatility. There are 252 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TRDIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TRDIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRDIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | TRDIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | TRDIX vs TMMAX |
Lowest Drawdown Alternatives to TRDIX
TRDIX has a 1-year max drawdown of -10.50%. There are 300 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TRDIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRDIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRDIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TRDIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRDIX vs SVAIX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, IALAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 18 | 6.45% | — | Nov 2009 | TRDIX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 48 | 10.05% | — | Feb 2002 | TRDIX vs IAAAX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | -0.14% | — | Mar 1999 | TRDIX vs IALAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 21 | 10.60% | — | Jan 2013 | TRDIX vs TISVX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 49 | 7.30% | — | Feb 2002 | TRDIX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 81 | 3.05% | — | Jul 2013 | TRDIX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 5.23% | — | Aug 2011 | TRDIX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 43 | 13.00% | — | Dec 1992 | TRDIX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 43 | 10.00% | — | Sep 2000 | TRDIX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 49 | 5.39% | — | Feb 2002 | TRDIX vs IMOAX |
Often Compared With TRDIX
Investors most often compare TRDIX with AVERX, ACIIX, TWEIX. These 19 comparison targets span 3 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