TMIFX vs. SMCWX
Compare and contrast key facts about Transamerica Mid Cap Growth (TMIFX) and American Funds SMALLCAP World Fund Class A (SMCWX).
TMIFX is managed by Transamerica. It was launched on Nov 7, 2001. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
TMIFX vs. SMCWX - Performance Comparison
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TMIFX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | -5.41% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -19.90% | 12.49% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 19.69% |
Returns By Period
In the year-to-date period, TMIFX achieves a -5.41% return, which is significantly lower than SMCWX's -1.05% return.
TMIFX
- 1D
- 3.14%
- 1M
- -6.27%
- YTD
- -5.41%
- 6M
- -8.91%
- 1Y
- 9.44%
- 3Y*
- 11.29%
- 5Y*
- 2.04%
- 10Y*
- —
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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TMIFX vs. SMCWX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
TMIFX vs. SMCWX — Risk / Return Rank
TMIFX
SMCWX
TMIFX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.17 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.72 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.66 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.69 | 6.37 | -4.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TMIFX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.17 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.01 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.57 | -0.32 |
Correlation
The correlation between TMIFX and SMCWX is 0.88, 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.
Dividends
TMIFX vs. SMCWX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 26.01%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 26.01% | 24.61% | 4.10% | 0.00% | 0.00% | 43.24% | 4.67% | 1.66% | 53.57% | 0.09% | 0.00% | 0.00% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
TMIFX vs. SMCWX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for TMIFX and SMCWX.
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Drawdown Indicators
| TMIFX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -62.46% | +7.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -11.83% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -39.79% | -15.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.79% | — |
Current DrawdownCurrent decline from peak | -25.29% | -10.12% | -15.17% |
Average DrawdownAverage peak-to-trough decline | -19.15% | -14.98% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 3.08% | +2.65% |
Volatility
TMIFX vs. SMCWX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 6.47%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 7.62% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 11.82% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 17.93% | +5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.56% | 18.05% | +17.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.23% | 17.76% | +12.47% |