TMIFX vs. MXMGX
TMIFX (Transamerica Mid Cap Growth) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 1.73%/yr for MXMGX. Their correlation of 0.85 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 1.02%/yr for MXMGX.
Performance
TMIFX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, TMIFX achieves a 5.75% return, which is significantly higher than MXMGX's 2.39% 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%
MXMGX
- 1D
- 0.49%
- 1M
- -1.74%
- 6M
- 2.12%
- YTD
- 2.39%
- 1Y
- 3.95%
- 3Y*
- 5.58%
- 5Y*
- 1.73%
- 10Y*
- 8.68%
- ALL TIME*
- 5.89%
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. MXMGX - 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% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 2.39% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 16.42% |
Correlation
The correlation between TMIFX and MXMGX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.85 |
The correlation between TMIFX and MXMGX has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.
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Return for Risk
TMIFX vs. MXMGX — Risk / Return Rank
TMIFX
MXMGX
TMIFX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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 | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.32 | -0.46 |
| Martin ratioReturn relative to average drawdown | -0.36 | 1.07 | -1.43 |
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Drawdowns
TMIFX vs. MXMGX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for TMIFX and MXMGX.
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Drawdown Indicators
| TMIFX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -60.97% | +5.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -10.29% | -4.22% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -23.17% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -32.33% | -22.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.88% | — |
Current DrawdownCurrent decline from peak | -16.47% | -2.15% | -14.32% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -11.74% | -7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 3.09% | +2.92% |
Volatility
TMIFX vs. MXMGX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 2.53%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 2.53% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 10.53% | +3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 13.59% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 19.05% | +16.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 18.89% | +11.00% |
TMIFX vs. MXMGX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than MXMGX's 1.02% expense ratio.
Dividends
TMIFX vs. MXMGX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than MXMGX's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.64% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% |
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% |
Frequently Asked Questions
TMIFX and MXMGX have a correlation of 0.82, 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 MXMGX (2.53%). In terms of maximum drawdown, TMIFX dropped -55.26% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.25 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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