TMIFX vs. KMKAX
Compare and contrast key facts about Transamerica Mid Cap Growth (TMIFX) and Kinetics Market Opportunities Fund (KMKAX).
TMIFX is managed by Transamerica. It was launched on Nov 7, 2001. KMKAX is managed by Kinetics. It was launched on Jan 31, 2006.
Performance
TMIFX vs. KMKAX - Performance Comparison
Loading graphics...
TMIFX vs. KMKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | -8.29% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -19.90% | 12.49% |
KMKAX Kinetics Market Opportunities Fund | 20.74% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 49.46% |
Returns By Period
In the year-to-date period, TMIFX achieves a -8.29% return, which is significantly lower than KMKAX's 20.74% return.
TMIFX
- 1D
- -0.25%
- 1M
- -8.81%
- YTD
- -8.29%
- 6M
- -12.39%
- 1Y
- 7.04%
- 3Y*
- 10.15%
- 5Y*
- 1.84%
- 10Y*
- —
KMKAX
- 1D
- -4.58%
- 1M
- -7.38%
- YTD
- 20.74%
- 6M
- 11.41%
- 1Y
- 6.16%
- 3Y*
- 31.46%
- 5Y*
- 14.75%
- 10Y*
- 20.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TMIFX vs. KMKAX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Return for Risk
TMIFX vs. KMKAX — Risk / Return Rank
TMIFX
KMKAX
TMIFX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Kinetics Market Opportunities Fund (KMKAX). 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.
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.27 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.55 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.25 | +0.04 |
Martin ratioReturn relative to average drawdown | 0.74 | 0.45 | +0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.27 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.56 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.56 | -0.33 |
Correlation
The correlation between TMIFX and KMKAX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TMIFX vs. KMKAX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 26.83%, more than KMKAX's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 26.83% | 24.61% | 4.10% | 0.00% | 0.00% | 43.24% | 4.67% | 1.66% | 53.57% | 0.09% |
KMKAX Kinetics Market Opportunities Fund | 0.50% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% |
Drawdowns
TMIFX vs. KMKAX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for TMIFX and KMKAX.
Loading graphics...
Drawdown Indicators
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -65.57% | +10.31% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -19.64% | +4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -31.56% | -23.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -27.56% | -11.68% | -15.88% |
Average DrawdownAverage peak-to-trough decline | -19.15% | -15.53% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 10.64% | -4.97% |
Volatility
TMIFX vs. KMKAX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 5.47%, while Kinetics Market Opportunities Fund (KMKAX) has a volatility of 7.14%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 7.14% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 17.82% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 24.61% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.54% | 26.43% | +9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.21% | 23.39% | +6.82% |