IMOAX vs. VTIVX
Compare and contrast key facts about Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) and Vanguard Target Retirement 2045 Fund (VTIVX).
IMOAX is managed by Transamerica. It was launched on Feb 28, 2002. VTIVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMOAX or VTIVX.
Correlation
The correlation between IMOAX and VTIVX is 0.94, 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. VTIVX - Performance Comparison
Key characteristics
IMOAX:
0.95
VTIVX:
1.63
IMOAX:
1.21
VTIVX:
2.25
IMOAX:
1.20
VTIVX:
1.30
IMOAX:
0.71
VTIVX:
2.52
IMOAX:
4.37
VTIVX:
9.22
IMOAX:
2.03%
VTIVX:
1.77%
IMOAX:
9.38%
VTIVX:
10.07%
IMOAX:
-39.65%
VTIVX:
-51.69%
IMOAX:
-4.20%
VTIVX:
-0.23%
Returns By Period
In the year-to-date period, IMOAX achieves a 3.48% return, which is significantly lower than VTIVX's 4.42% return. Over the past 10 years, IMOAX has underperformed VTIVX with an annualized return of 1.40%, while VTIVX has yielded a comparatively higher 8.51% annualized return.
IMOAX
3.48%
1.28%
1.40%
9.15%
3.00%
1.40%
VTIVX
4.42%
1.91%
6.43%
16.60%
9.35%
8.51%
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IMOAX vs. VTIVX - Expense Ratio Comparison
IMOAX has a 0.47% expense ratio, which is higher than VTIVX's 0.08% expense ratio.
Risk-Adjusted Performance
IMOAX vs. VTIVX — Risk-Adjusted Performance Rank
IMOAX
VTIVX
IMOAX vs. VTIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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. VTIVX - Dividend Comparison
IMOAX's dividend yield for the trailing twelve months is around 2.00%, less than VTIVX's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | 2.00% | 2.07% | 2.31% | 1.55% | 2.63% | 1.63% | 2.24% | 2.20% | 2.25% | 2.02% | 2.19% | 2.22% |
VTIVX Vanguard Target Retirement 2045 Fund | 2.21% | 2.31% | 2.28% | 2.13% | 2.22% | 1.60% | 2.23% | 2.39% | 1.90% | 1.99% | 2.17% | 2.05% |
Drawdowns
IMOAX vs. VTIVX - Drawdown Comparison
The maximum IMOAX drawdown since its inception was -39.65%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for IMOAX and VTIVX. For additional features, visit the drawdowns tool.
Volatility
IMOAX vs. VTIVX - Volatility Comparison
The current volatility for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) is 1.85%, while Vanguard Target Retirement 2045 Fund (VTIVX) has a volatility of 2.36%. This indicates that IMOAX experiences smaller price fluctuations and is considered to be less risky than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.