TMIFX vs. FAMVX
TMIFX (Transamerica Mid Cap Growth) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 7.10%/yr for FAMVX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. TMIFX charges 0.95%/yr vs 1.19%/yr for FAMVX.
Performance
TMIFX vs. FAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, TMIFX achieves a 5.75% return, which is significantly lower than FAMVX's 8.80% return.
TMIFX
- 1D
- 1.55%
- 1M
- -4.17%
- 6M
- 7.61%
- YTD
- 5.75%
- 1Y
- 1.42%
- 3Y*
- 11.41%
- 5Y*
- 3.15%
- 10Y*
- —
- ALL TIME*
- 8.41%
FAMVX
- 1D
- -0.82%
- 1M
- 0.67%
- 6M
- 6.51%
- YTD
- 8.80%
- 1Y
- 12.03%
- 3Y*
- 11.54%
- 5Y*
- 7.10%
- 10Y*
- 10.41%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
TMIFX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 5.75% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -19.90% | 12.49% |
FAMVX FAM Value Fund | 8.80% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 12.45% |
Correlation
The correlation between TMIFX and FAMVX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.77 |
The correlation between TMIFX and FAMVX shifts across timeframes, from 0.63 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TMIFX vs. FAMVX — Risk / Return Rank
TMIFX
FAMVX
TMIFX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and FAM Value Fund (FAMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TMIFX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.13 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.02 | -1.15 |
| Martin ratioReturn relative to average drawdown | -0.36 | 3.10 | -3.45 |
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Drawdowns
TMIFX vs. FAMVX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, which is greater than FAMVX's maximum drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for TMIFX and FAMVX.
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Drawdown Indicators
| TMIFX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -51.12% | -4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -9.47% | -5.04% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -16.74% | -8.92% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -22.77% | -32.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.73% | — |
Current DrawdownCurrent decline from peak | -16.47% | -1.00% | -15.47% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -6.40% | -12.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 3.11% | +2.90% |
Volatility
TMIFX vs. FAMVX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.48% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 10.60% | +3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 13.94% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 17.13% | +18.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 18.19% | +11.70% |
TMIFX vs. FAMVX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than FAMVX's 1.19% expense ratio.
Dividends
TMIFX vs. FAMVX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
TMIFX Transamerica Mid Cap Growth | 23.27% | 24.61% | 4.10% | 0.00% | 0.00% | 43.24% | 4.67% | 1.66% | 53.57% | 0.09% | 0.00% | 0.00% |
Frequently Asked Questions
TMIFX and FAMVX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMIFX has higher volatility (4.54%) compared to FAMVX (3.48%). In terms of maximum drawdown, TMIFX dropped -55.26% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.69 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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