TMIFX vs. TSLTX
TMIFX (Transamerica Mid Cap Growth) and TSLTX (Transamerica Small Cap Value) are both mutual funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while TSLTX is a Small Cap Value Equities fund managed by Transamerica. Over the past 5 years, TMIFX returned 3.15%/yr vs 10.00%/yr for TSLTX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. TMIFX charges 0.95%/yr vs 0.80%/yr for TSLTX.
Performance
TMIFX vs. TSLTX - 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 TSLTX's 25.34% 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%
TSLTX
- 1D
- 1.09%
- 1M
- -0.15%
- 6M
- 17.18%
- YTD
- 25.34%
- 1Y
- 43.08%
- 3Y*
- 15.92%
- 5Y*
- 10.00%
- 10Y*
- —
- ALL TIME*
- 9.08%
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. TSLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 5.75% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -22.36% |
TSLTX Transamerica Small Cap Value | 25.34% | 9.56% | 12.59% | 8.84% | -12.51% | 31.10% | 5.99% | 20.91% | -16.42% |
Correlation
The correlation between TMIFX and TSLTX is 0.70, 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. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.71 |
The correlation between TMIFX and TSLTX has been stable across timeframes, ranging from 0.70 to 0.73 - a consistent structural relationship.
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Return for Risk
TMIFX vs. TSLTX — Risk / Return Rank
TMIFX
TSLTX
TMIFX vs. TSLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Transamerica Small Cap Value (TSLTX). 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 | TSLTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.56 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.43 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 5.14 | -5.28 |
| Martin ratioReturn relative to average drawdown | -0.36 | 16.92 | -17.28 |
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Drawdowns
TMIFX vs. TSLTX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, roughly equal to the maximum TSLTX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for TMIFX and TSLTX.
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Drawdown Indicators
| TMIFX | TSLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -55.58% | +0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -7.73% | -6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -26.62% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -55.58% | +0.32% |
Current DrawdownCurrent decline from peak | -16.47% | -15.45% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -28.21% | +9.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 2.35% | +3.66% |
Volatility
TMIFX vs. TSLTX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to Transamerica Small Cap Value (TSLTX) at 3.76%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than TSLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | TSLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.76% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 11.01% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 16.29% | +1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 49.93% | -14.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 43.22% | -13.33% |
TMIFX vs. TSLTX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than TSLTX's 0.80% expense ratio.
Dividends
TMIFX vs. TSLTX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than TSLTX's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSLTX Transamerica Small Cap Value | 4.29% | 5.38% | 27.99% | 2.99% | 21.70% | 77.67% | 0.24% | 4.26% | 11.17% | 0.00% |
Frequently Asked Questions
TMIFX and TSLTX have a correlation of 0.70, 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 TSLTX (3.76%). In terms of maximum drawdown, TMIFX dropped -55.26% vs TSLTX's -55.58%.
TSLTX currently has the higher Sharpe Ratio (2.45 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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