TMIFX vs. VWIAX
TMIFX (Transamerica Mid Cap Growth) and VWIAX (Vanguard Wellesley Income Fund Admiral Shares) are both mutual funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while VWIAX is a Diversified Portfolio fund actively managed by Vanguard. Over the past 5 years, TMIFX returned 3.15%/yr vs 3.92%/yr for VWIAX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. TMIFX charges 0.95%/yr vs 0.16%/yr for VWIAX.
Performance
TMIFX vs. VWIAX - 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 VWIAX's 3.71% 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%
VWIAX
- 1D
- 0.06%
- 1M
- -0.06%
- 6M
- 2.25%
- YTD
- 3.71%
- 1Y
- 8.97%
- 3Y*
- 7.97%
- 5Y*
- 3.92%
- 10Y*
- 5.63%
- ALL TIME*
- 6.25%
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. VWIAX - 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.71% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 7.45% |
Correlation
The correlation between TMIFX and VWIAX is 0.53, 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. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.58 |
The correlation between TMIFX and VWIAX has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.
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Return for Risk
TMIFX vs. VWIAX — Risk / Return Rank
TMIFX
VWIAX
TMIFX vs. VWIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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 | VWIAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.30 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.09 | -2.23 |
| Martin ratioReturn relative to average drawdown | -0.36 | 7.89 | -8.25 |
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Drawdowns
TMIFX vs. VWIAX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for TMIFX and VWIAX.
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Drawdown Indicators
| TMIFX | VWIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -21.64% | -33.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -4.15% | -10.36% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -5.78% | -19.88% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -15.26% | -40.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.41% | — |
Current DrawdownCurrent decline from peak | -16.47% | -0.60% | -15.87% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -2.21% | -16.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 1.10% | +4.91% |
Volatility
TMIFX vs. VWIAX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.37%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | VWIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 1.37% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 3.95% | +10.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 5.17% | +13.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 7.00% | +28.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 6.93% | +22.96% |
TMIFX vs. VWIAX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Dividends
TMIFX vs. VWIAX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than VWIAX's 7.83% 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 7.83% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
Frequently Asked Questions
TMIFX and VWIAX have a correlation of 0.53, 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 VWIAX (1.37%). In terms of maximum drawdown, TMIFX dropped -55.26% vs VWIAX's -21.64%.
VWIAX currently has the higher Sharpe Ratio (1.69 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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