TMIFX vs. MGOYX
TMIFX (Transamerica Mid Cap Growth) and MGOYX (Victory Munder Mid-Cap Core Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 7.75%/yr for MGOYX. Their correlation of 0.87 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 0.98%/yr for MGOYX.
Performance
TMIFX vs. MGOYX - 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 MGOYX's 21.50% 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%
MGOYX
- 1D
- 1.82%
- 1M
- 0.83%
- 6M
- 16.08%
- YTD
- 21.50%
- 1Y
- 27.05%
- 3Y*
- 16.01%
- 5Y*
- 7.75%
- 10Y*
- 11.03%
- ALL TIME*
- 10.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TMIFX vs. MGOYX - 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% |
MGOYX Victory Munder Mid-Cap Core Growth Fund | 21.50% | 12.03% | 10.93% | 14.82% | -21.31% | 25.97% | 20.61% | 26.22% | -14.19% | 16.56% |
Correlation
The correlation between TMIFX and MGOYX is 0.78, 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. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.87 |
The correlation between TMIFX and MGOYX has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.
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Return for Risk
TMIFX vs. MGOYX — Risk / Return Rank
TMIFX
MGOYX
TMIFX vs. MGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Victory Munder Mid-Cap Core Growth Fund (MGOYX). 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 | MGOYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.41 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.29 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 3.14 | -3.28 |
| Martin ratioReturn relative to average drawdown | -0.36 | 11.71 | -12.07 |
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Drawdowns
TMIFX vs. MGOYX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, roughly equal to the maximum MGOYX drawdown of -57.23%. Use the drawdown chart below to compare losses from any high point for TMIFX and MGOYX.
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Drawdown Indicators
| TMIFX | MGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -57.23% | +1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -7.81% | -6.70% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -26.05% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -40.49% | -14.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.49% | — |
Current DrawdownCurrent decline from peak | -16.47% | -1.09% | -15.38% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -10.91% | -8.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 2.10% | +3.91% |
Volatility
TMIFX vs. MGOYX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to Victory Munder Mid-Cap Core Growth Fund (MGOYX) at 3.74%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than MGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | MGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.74% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 12.02% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 14.91% | +3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 25.11% | +10.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 23.23% | +6.66% |
TMIFX vs. MGOYX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than MGOYX's 0.98% expense ratio.
Dividends
TMIFX vs. MGOYX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than MGOYX's 12.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 12.65% | 15.37% | 15.72% | 4.54% | 12.23% | 25.13% | 18.63% | 60.72% | 49.01% | 19.34% | 12.76% | 10.52% |
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 MGOYX have a correlation of 0.78, 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 MGOYX (3.74%). In terms of maximum drawdown, TMIFX dropped -55.26% vs MGOYX's -57.23%.
MGOYX currently has the higher Sharpe Ratio (1.65 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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