Correlation
The correlation between TMIFX and VWIAX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
TMIFX vs. VWIAX
Compare and contrast key facts about Transamerica Mid Cap Growth (TMIFX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
TMIFX is managed by Transamerica. It was launched on Nov 7, 2001. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMIFX or VWIAX.
Performance
TMIFX vs. VWIAX - Performance Comparison
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Key characteristics
TMIFX:
0.79
VWIAX:
1.15
TMIFX:
1.05
VWIAX:
1.55
TMIFX:
1.17
VWIAX:
1.21
TMIFX:
0.46
VWIAX:
1.42
TMIFX:
2.51
VWIAX:
5.11
TMIFX:
7.39%
VWIAX:
1.50%
TMIFX:
26.52%
VWIAX:
6.98%
TMIFX:
-55.26%
VWIAX:
-21.64%
TMIFX:
-22.34%
VWIAX:
-0.57%
Returns By Period
In the year-to-date period, TMIFX achieves a 5.06% return, which is significantly higher than VWIAX's 3.05% return.
TMIFX
5.06%
9.52%
0.40%
21.46%
14.92%
8.86%
N/A
VWIAX
3.05%
1.26%
-0.04%
7.10%
4.19%
4.62%
5.46%
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TMIFX vs. VWIAX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
TMIFX vs. VWIAX — Risk-Adjusted Performance Rank
TMIFX
VWIAX
TMIFX vs. VWIAX - Risk-Adjusted Performance 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.
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Dividends
TMIFX vs. VWIAX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 3.90%, less than VWIAX's 6.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 3.90% | 4.10% | 0.00% | 0.00% | 43.24% | 4.68% | 1.65% | 53.57% | 1.68% | 0.00% | 0.00% | 0.00% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 6.63% | 6.69% | 4.80% | 7.75% | 6.10% | 4.37% | 4.00% | 7.64% | 4.07% | 4.07% | 5.66% | 4.99% |
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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Volatility
TMIFX vs. VWIAX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 5.65% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 2.03%. 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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