TADAX vs. IBALX
Compare and contrast key facts about Transamerica US Growth (TADAX) and Transamerica Multi-Managed Balanced Fund (IBALX).
TADAX is managed by Transamerica. It was launched on Nov 13, 2009. IBALX is managed by Blackrock. It was launched on Dec 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TADAX or IBALX.
Correlation
The correlation between TADAX and IBALX is 0.96, 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
TADAX vs. IBALX - Performance Comparison
Key characteristics
TADAX:
0.28
IBALX:
0.12
TADAX:
0.55
IBALX:
0.25
TADAX:
1.08
IBALX:
1.04
TADAX:
0.31
IBALX:
0.09
TADAX:
1.10
IBALX:
0.28
TADAX:
6.73%
IBALX:
5.66%
TADAX:
26.49%
IBALX:
12.92%
TADAX:
-35.00%
IBALX:
-48.29%
TADAX:
-14.58%
IBALX:
-11.99%
Returns By Period
In the year-to-date period, TADAX achieves a -10.60% return, which is significantly lower than IBALX's -3.55% return. Over the past 10 years, TADAX has outperformed IBALX with an annualized return of 12.77%, while IBALX has yielded a comparatively lower 3.78% annualized return.
TADAX
-10.60%
-5.28%
-6.95%
5.92%
14.18%
12.77%
IBALX
-3.55%
-3.24%
-9.31%
0.83%
4.82%
3.78%
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TADAX vs. IBALX - Expense Ratio Comparison
TADAX has a 1.02% expense ratio, which is higher than IBALX's 0.96% expense ratio.
Risk-Adjusted Performance
TADAX vs. IBALX — Risk-Adjusted Performance Rank
TADAX
IBALX
TADAX vs. IBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) and Transamerica Multi-Managed Balanced Fund (IBALX). 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
TADAX vs. IBALX - Dividend Comparison
TADAX's dividend yield for the trailing twelve months is around 18.72%, more than IBALX's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 18.72% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% | 23.12% |
IBALX Transamerica Multi-Managed Balanced Fund | 1.79% | 1.66% | 1.48% | 1.09% | 0.60% | 0.90% | 1.22% | 1.50% | 1.09% | 1.16% | 1.01% | 1.10% |
Drawdowns
TADAX vs. IBALX - Drawdown Comparison
The maximum TADAX drawdown since its inception was -35.00%, smaller than the maximum IBALX drawdown of -48.29%. Use the drawdown chart below to compare losses from any high point for TADAX and IBALX. For additional features, visit the drawdowns tool.
Volatility
TADAX vs. IBALX - Volatility Comparison
Transamerica US Growth (TADAX) has a higher volatility of 18.91% compared to Transamerica Multi-Managed Balanced Fund (IBALX) at 8.25%. This indicates that TADAX's price experiences larger fluctuations and is considered to be riskier than IBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.