IMOAX vs. VFIAX
Compare and contrast key facts about Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
IMOAX is managed by Transamerica. It was launched on Feb 28, 2002. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMOAX or VFIAX.
Correlation
The correlation between IMOAX and VFIAX is 0.90, 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.
Performance
IMOAX vs. VFIAX - Performance Comparison
Key characteristics
IMOAX:
0.93
VFIAX:
1.86
IMOAX:
1.20
VFIAX:
2.51
IMOAX:
1.20
VFIAX:
1.34
IMOAX:
0.70
VFIAX:
2.81
IMOAX:
4.33
VFIAX:
11.66
IMOAX:
2.02%
VFIAX:
2.04%
IMOAX:
9.38%
VFIAX:
12.77%
IMOAX:
-39.65%
VFIAX:
-55.20%
IMOAX:
-4.04%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, IMOAX achieves a 3.65% return, which is significantly lower than VFIAX's 4.63% return. Over the past 10 years, IMOAX has underperformed VFIAX with an annualized return of 1.43%, while VFIAX has yielded a comparatively higher 13.28% annualized return.
IMOAX
3.65%
2.32%
0.98%
9.23%
3.04%
1.43%
VFIAX
4.63%
2.57%
10.00%
25.10%
14.76%
13.28%
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IMOAX vs. VFIAX - Expense Ratio Comparison
IMOAX has a 0.47% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
IMOAX vs. VFIAX — Risk-Adjusted Performance Rank
IMOAX
VFIAX
IMOAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
IMOAX vs. VFIAX - Dividend Comparison
IMOAX's dividend yield for the trailing twelve months is around 1.99%, more than VFIAX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | 1.99% | 2.07% | 2.31% | 1.55% | 2.63% | 1.63% | 2.24% | 2.20% | 2.25% | 2.02% | 2.19% | 2.22% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IMOAX vs. VFIAX - Drawdown Comparison
The maximum IMOAX drawdown since its inception was -39.65%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for IMOAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
IMOAX vs. VFIAX - Volatility Comparison
The current volatility for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) is 1.99%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.07%. This indicates that IMOAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.