TMIFX vs. VSNGX
TMIFX (Transamerica Mid Cap Growth) and VSNGX (JPMorgan Mid Cap Equity Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 7.10%/yr for VSNGX. Their correlation of 0.87 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 0.89%/yr for VSNGX.
Performance
TMIFX vs. VSNGX - 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 VSNGX's 10.40% 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%
VSNGX
- 1D
- 0.13%
- 1M
- -0.34%
- 6M
- 7.78%
- YTD
- 10.40%
- 1Y
- 13.55%
- 3Y*
- 13.03%
- 5Y*
- 7.10%
- 10Y*
- 11.64%
- ALL TIME*
- 10.87%
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. VSNGX - 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% |
VSNGX JPMorgan Mid Cap Equity Fund | 10.40% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 14.70% |
Correlation
The correlation between TMIFX and VSNGX 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. | 0.82 |
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 | 0.87 |
The correlation between TMIFX and VSNGX has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.
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Return for Risk
TMIFX vs. VSNGX — Risk / Return Rank
TMIFX
VSNGX
TMIFX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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 | VSNGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.16 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.39 | -1.53 |
| Martin ratioReturn relative to average drawdown | -0.36 | 5.19 | -5.55 |
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Drawdowns
TMIFX vs. VSNGX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, roughly equal to the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for TMIFX and VSNGX.
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Drawdown Indicators
| TMIFX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -54.50% | -0.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -8.24% | -6.27% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -18.96% | -6.70% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -25.08% | -30.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.33% | — |
Current DrawdownCurrent decline from peak | -16.47% | -0.74% | -15.73% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -7.40% | -11.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 2.21% | +3.80% |
Volatility
TMIFX vs. VSNGX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 2.59%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 2.59% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 9.36% | +5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 12.59% | +5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 17.37% | +18.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 19.52% | +10.37% |
TMIFX vs. VSNGX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Dividends
TMIFX vs. VSNGX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than VSNGX's 5.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VSNGX JPMorgan Mid Cap Equity Fund | 5.57% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Frequently Asked Questions
TMIFX and VSNGX 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.
TMIFX has higher volatility (4.54%) compared to VSNGX (2.59%). In terms of maximum drawdown, TMIFX dropped -55.26% vs VSNGX's -54.50%.
VSNGX 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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