IMLAX vs. BWBIX
Compare and contrast key facts about Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX) and Baron WealthBuilder Fund (BWBIX).
IMLAX is managed by Transamerica. It was launched on Feb 28, 2002. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
IMLAX vs. BWBIX - Performance Comparison
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IMLAX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IMLAX Transamerica Asset Allocation Moderate Growth Portfolio Fund | -2.62% | 17.98% | 13.11% | 15.70% | -17.36% | 11.37% | 16.92% | 17.82% | -9.48% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, IMLAX achieves a -2.62% return, which is significantly higher than BWBIX's -7.42% return.
IMLAX
- 1D
- 2.16%
- 1M
- -4.98%
- YTD
- -2.62%
- 6M
- -0.25%
- 1Y
- 14.80%
- 3Y*
- 12.70%
- 5Y*
- 5.81%
- 10Y*
- 7.94%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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IMLAX vs. BWBIX - Expense Ratio Comparison
IMLAX has a 0.47% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
IMLAX vs. BWBIX — Risk / Return Rank
IMLAX
BWBIX
IMLAX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX) and Baron WealthBuilder Fund (BWBIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IMLAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.54 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.70 | 0.95 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 0.86 | +0.79 |
Martin ratioReturn relative to average drawdown | 7.39 | 3.22 | +4.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IMLAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.54 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.14 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.49 | -0.01 |
Correlation
The correlation between IMLAX and BWBIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IMLAX vs. BWBIX - Dividend Comparison
IMLAX's dividend yield for the trailing twelve months is around 7.09%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMLAX Transamerica Asset Allocation Moderate Growth Portfolio Fund | 7.09% | 6.90% | 6.44% | 3.39% | 3.62% | 8.40% | 4.06% | 7.35% | 15.09% | 9.95% | 6.99% | 7.99% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMLAX vs. BWBIX - Drawdown Comparison
The maximum IMLAX drawdown since its inception was -46.65%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for IMLAX and BWBIX.
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Drawdown Indicators
| IMLAX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -39.14% | -7.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.26% | -12.76% | +3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -39.14% | +13.82% |
Max Drawdown (10Y)Largest decline over 10 years | -27.36% | — | — |
Current DrawdownCurrent decline from peak | -5.63% | -9.26% | +3.63% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -11.88% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 3.41% | -1.35% |
Volatility
IMLAX vs. BWBIX - Volatility Comparison
The current volatility for Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX) is 4.80%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that IMLAX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMLAX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.39% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 11.38% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.94% | 19.94% | -7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.94% | 21.19% | -9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.12% | 23.31% | -11.19% |