TMIFX vs. TGFRX
TMIFX (Transamerica Mid Cap Growth) and TGFRX (Tanaka Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 14.78%/yr for TGFRX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. TMIFX charges 0.95%/yr vs 2.19%/yr for TGFRX.
Performance
TMIFX vs. TGFRX - 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 TGFRX's 14.28% 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%
TGFRX
- 1D
- 6.89%
- 1M
- -2.05%
- 6M
- 8.08%
- YTD
- 14.28%
- 1Y
- 44.09%
- 3Y*
- 25.15%
- 5Y*
- 14.78%
- 10Y*
- 14.88%
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
TGFRX Tanaka Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
TMIFX vs. TGFRX - 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% |
TGFRX Tanaka Growth Fund | 14.28% | 39.56% | 17.98% | 50.24% | -22.62% | 26.54% | 50.87% | 18.78% | -25.18% | 0.00% |
Correlation
The correlation between TMIFX and TGFRX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.73 |
The correlation between TMIFX and TGFRX has been stable across timeframes, ranging from 0.67 to 0.76 - a consistent structural relationship.
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Return for Risk
TMIFX vs. TGFRX — Risk / Return Rank
TMIFX
TGFRX
TMIFX vs. TGFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Tanaka Growth Fund (TGFRX). 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 | TGFRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.22 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.52 | -2.66 |
| Martin ratioReturn relative to average drawdown | -0.36 | 6.08 | -6.44 |
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Drawdowns
TMIFX vs. TGFRX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum TGFRX drawdown of -74.43%. Use the drawdown chart below to compare losses from any high point for TMIFX and TGFRX.
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Drawdown Indicators
| TMIFX | TGFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -74.43% | +19.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -16.01% | +1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -61.68% | +36.02% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -61.68% | +6.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.68% | — |
Current DrawdownCurrent decline from peak | -16.47% | -29.72% | +13.25% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -29.60% | +10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 6.63% | -0.62% |
Volatility
TMIFX vs. TGFRX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while Tanaka Growth Fund (TGFRX) has a volatility of 10.98%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than TGFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | TGFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 10.98% | -6.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 24.61% | -10.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 32.03% | -13.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 62.33% | -26.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 47.55% | -17.66% |
TMIFX vs. TGFRX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than TGFRX's 2.19% expense ratio.
Dividends
TMIFX vs. TGFRX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than TGFRX's 11.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
TGFRX Tanaka Growth Fund | 11.39% | 13.02% | 6.89% | 0.00% | 0.11% | 7.44% | 0.00% | 0.00% | 0.00% | 0.00% |
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 TGFRX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGFRX has higher volatility (10.98%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs TGFRX's -74.43%.
TGFRX currently has the higher Sharpe Ratio (1.26 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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