QILGX vs. IALAX
Compare and contrast key facts about Federated Hermes MDT Large Cap Growth Fund (QILGX) and Transamerica Capital Growth Fund (IALAX).
QILGX is managed by Federated. It was launched on Sep 15, 2005. IALAX is managed by Transamerica. It was launched on Mar 1, 1999.
Performance
QILGX vs. IALAX - Performance Comparison
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QILGX vs. IALAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QILGX Federated Hermes MDT Large Cap Growth Fund | -12.41% | 19.46% | 40.83% | 39.63% | -24.86% | 30.46% | 38.39% | 32.01% | 1.52% | 25.42% |
IALAX Transamerica Capital Growth Fund | -18.81% | 20.54% | 43.92% | 47.30% | -60.39% | 0.10% | 111.63% | 21.63% | 6.59% | 43.81% |
Returns By Period
In the year-to-date period, QILGX achieves a -12.41% return, which is significantly higher than IALAX's -18.81% return. Over the past 10 years, QILGX has outperformed IALAX with an annualized return of 17.51%, while IALAX has yielded a comparatively lower 12.67% annualized return.
QILGX
- 1D
- -0.37%
- 1M
- -8.08%
- YTD
- -12.41%
- 6M
- -9.86%
- 1Y
- 13.84%
- 3Y*
- 21.88%
- 5Y*
- 14.85%
- 10Y*
- 17.51%
IALAX
- 1D
- -0.61%
- 1M
- -8.35%
- YTD
- -18.81%
- 6M
- -26.34%
- 1Y
- 9.12%
- 3Y*
- 21.13%
- 5Y*
- -3.36%
- 10Y*
- 12.67%
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QILGX vs. IALAX - Expense Ratio Comparison
QILGX has a 0.75% expense ratio, which is lower than IALAX's 1.01% expense ratio.
Return for Risk
QILGX vs. IALAX — Risk / Return Rank
QILGX
IALAX
QILGX vs. IALAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund (QILGX) and Transamerica Capital Growth Fund (IALAX). 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.
| QILGX | IALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.23 | +0.33 |
Sortino ratioReturn per unit of downside risk | 0.89 | 0.57 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.07 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.13 | +0.57 |
Martin ratioReturn relative to average drawdown | 2.32 | 0.33 | +1.99 |
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
| QILGX | IALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.23 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | -0.08 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.37 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.37 | +0.18 |
Correlation
The correlation between QILGX and IALAX is 0.79, 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
QILGX vs. IALAX - Dividend Comparison
QILGX's dividend yield for the trailing twelve months is around 3.53%, while IALAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QILGX Federated Hermes MDT Large Cap Growth Fund | 3.53% | 3.09% | 6.60% | 1.47% | 13.57% | 19.44% | 7.47% | 5.07% | 10.33% | 7.40% | 0.55% | 11.76% |
IALAX Transamerica Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 20.49% | 5.37% | 10.49% | 4.92% | 23.22% | 22.63% | 3.34% |
Drawdowns
QILGX vs. IALAX - Drawdown Comparison
The maximum QILGX drawdown since its inception was -53.48%, smaller than the maximum IALAX drawdown of -69.30%. Use the drawdown chart below to compare losses from any high point for QILGX and IALAX.
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Drawdown Indicators
| QILGX | IALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.48% | -69.30% | +15.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.55% | -29.07% | +13.52% |
Max Drawdown (5Y)Largest decline over 5 years | -30.05% | -69.30% | +39.25% |
Max Drawdown (10Y)Largest decline over 10 years | -31.68% | -69.30% | +37.62% |
Current DrawdownCurrent decline from peak | -15.55% | -33.66% | +18.11% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -14.78% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 11.27% | -6.58% |
Volatility
QILGX vs. IALAX - Volatility Comparison
The current volatility for Federated Hermes MDT Large Cap Growth Fund (QILGX) is 5.49%, while Transamerica Capital Growth Fund (IALAX) has a volatility of 8.57%. This indicates that QILGX experiences smaller price fluctuations and is considered to be less risky than IALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QILGX | IALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 8.57% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.94% | 22.03% | -9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 33.36% | -13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.98% | 41.72% | -20.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 34.50% | -13.31% |