TMIFX vs. SMCWX
TMIFX (Transamerica Mid Cap Growth) and SMCWX (American Funds SMALLCAP World Fund Class A) are both mutual funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while SMCWX is a Foreign Small & Mid Cap Equities fund managed by American Funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 1.16%/yr for SMCWX. Their correlation of 0.87 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 1.02%/yr for SMCWX.
Performance
TMIFX vs. SMCWX - 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 SMCWX's 9.99% 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%
SMCWX
- 1D
- 2.71%
- 1M
- -4.41%
- 6M
- 6.23%
- YTD
- 9.99%
- 1Y
- 18.05%
- 3Y*
- 9.61%
- 5Y*
- 1.16%
- 10Y*
- 9.35%
- ALL TIME*
- 9.39%
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. SMCWX - 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% |
SMCWX American Funds SMALLCAP World Fund Class A | 9.99% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 19.15% |
Correlation
The correlation between TMIFX and SMCWX 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. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.87 |
The correlation between TMIFX and SMCWX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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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.
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 | SMCWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.17 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.36 | -1.50 |
| Martin ratioReturn relative to average drawdown | -0.36 | 4.93 | -5.28 |
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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 | -14.51% | -11.83% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -21.40% | -4.26% |
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 | -16.47% | -6.28% | -10.19% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -14.86% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 3.26% | +2.75% |
Volatility
TMIFX vs. SMCWX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 5.86%. 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 | 4.54% | 5.86% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 14.97% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 17.64% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 18.53% | +17.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 17.94% | +11.95% |
TMIFX vs. SMCWX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Dividends
TMIFX vs. SMCWX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than SMCWX's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 4.37% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
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 SMCWX 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.
SMCWX has higher volatility (5.86%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs SMCWX's -62.46%.
SMCWX currently has the higher Sharpe Ratio (0.91 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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