TMIFX vs. TADAX
TMIFX (Transamerica Mid Cap Growth) and TADAX (Transamerica US Growth) are both mutual funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while TADAX is a Large Cap Growth Equities fund managed by Transamerica. Over the past 5 years, TMIFX returned 3.15%/yr vs 9.38%/yr for TADAX. Their correlation of 0.86 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 1.02%/yr for TADAX.
Performance
TMIFX vs. TADAX - 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 TADAX's 1.72% 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%
TADAX
- 1D
- 3.14%
- 1M
- -2.93%
- 6M
- 2.53%
- YTD
- 1.72%
- 1Y
- 11.18%
- 3Y*
- 17.90%
- 5Y*
- 9.38%
- 10Y*
- 15.49%
- ALL TIME*
- 13.66%
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. TADAX - 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% |
TADAX Transamerica US Growth | 1.72% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 18.44% |
Correlation
The correlation between TMIFX and TADAX 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. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.86 |
The correlation between TMIFX and TADAX has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
TMIFX vs. TADAX — Risk / Return Rank
TMIFX
TADAX
TMIFX vs. TADAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Transamerica US Growth (TADAX). 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 | TADAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.09 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.54 | -0.68 |
| Martin ratioReturn relative to average drawdown | -0.36 | 1.69 | -2.05 |
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Drawdowns
TMIFX vs. TADAX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, which is greater than TADAX's maximum drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for TMIFX and TADAX.
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Drawdown Indicators
| TMIFX | TADAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -39.29% | -15.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -16.48% | +1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -24.04% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -39.29% | -15.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.29% | — |
Current DrawdownCurrent decline from peak | -16.47% | -7.86% | -8.61% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -6.39% | -12.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 5.28% | +0.73% |
Volatility
TMIFX vs. TADAX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while Transamerica US Growth (TADAX) has a volatility of 6.36%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than TADAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | TADAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 6.36% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 15.20% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 19.00% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 23.49% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 22.09% | +7.80% |
TMIFX vs. TADAX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than TADAX's 1.02% expense ratio.
Dividends
TMIFX vs. TADAX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than TADAX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 4.51% | 4.59% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% |
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 TADAX 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.
TADAX has higher volatility (6.36%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs TADAX's -39.29%.
TADAX currently has the higher Sharpe Ratio (0.47 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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