TRANSAMERICA CAPITAL Competition

IALAX Fund

USD 38.95 -0.45 -1.14%

The fund is listed under the Large Growth category and is part of the Transamerica family. Among its peers, Transamerica Capital is frequently grouped with SCHWAB US, VALUE FUND, GEORGE PUTNAM, BARON REAL, and LAZARD INTERNATIONAL. This context supports benchmarking against similarly positioned firms. Values are based on disclosed financial data across reporting cycles. All figures are based on reported data and are informational in nature. This module contrasts TRANSAMERICA CAPITAL with competitors to reveal risk-adjusted gaps. This screen separates narrative from data by ranking TRANSAMERICA CAPITAL against peer metrics. The peer view highlights how TRANSAMERICA CAPITAL measures up across multiple dimensions. All values are based on available data and provided as reference information.

Pair Correlation for TRANSAMERICA CAPITAL and ROYCE PENNSYLVANIA Overview

Excellent diversification

For the present investment horizon, the measured correlation between IALAX and PENNX stands at -0.65, or Excellent diversification. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving together with TRANSAMERICA Mutual Fund

1.0	ILLLX	Transamerica Capital	Pair Corr
0.86	TWMTX	Transamerica Growth	Pair Corr

Moving against TRANSAMERICA Mutual Fund

0.83	THCYX	Transamerica High Yield	Pair Corr
0.77	TEOOX	Transamerica Emerging	Pair Corr
0.76	TEOJX	Transamerica Emerging	Pair Corr
0.76	TEOIX	Transamerica Emerging	Pair Corr
0.75	EMTAX	Transamerica Emerging	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of TRANSAMERICA CAPITAL's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
36.98	38.95	40.92

Details

Intrinsic

Valuation

Low	Real	High
37.64	39.61	41.58

Details

Naive

Forecast

Low	Next	High
35.37	37.34	39.31

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
38.01	39.32	40.62

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as TRANSAMERICA CAPITAL. Your research has to be compared to or analyzed against TRANSAMERICA CAPITAL's peers to derive any actionable benefits.

TRANSAMERICA CAPITAL Competition Correlation Matrix

Studying peer correlation around Transamerica Capital Growth gives investors a cleaner read on how much independent price behavior still exists across the competitive set. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	SWMCX	TWVLX	PGEOX	BREIX	LISOX	GSHIX	ARTOX	ALVIX	TWMIX	PENNX
SWMCX		0.88	0.66	0.53	0.9	0.82	0.93	0.89	0.86	0.95	SWMCX
TWVLX	0.88		0.5	0.21	0.81	0.72	0.87	0.99	0.9	0.92	TWVLX
PGEOX	0.66	0.5		0.63	0.77	0.76	0.76	0.56	0.54	0.63	PGEOX
BREIX	0.53	0.21	0.63		0.64	0.6	0.6	0.29	0.2	0.51	BREIX
LISOX	0.9	0.81	0.77	0.64		0.87	0.96	0.84	0.84	0.93	LISOX
GSHIX	0.82	0.72	0.76	0.6	0.87		0.86	0.75	0.71	0.82	GSHIX
ARTOX	0.93	0.87	0.76	0.6	0.96	0.86		0.9	0.84	0.93	ARTOX
ALVIX	0.89	0.99	0.56	0.29	0.84	0.75	0.9		0.88	0.94	ALVIX
TWMIX	0.86	0.9	0.54	0.2	0.84	0.71	0.84	0.88		0.87	TWMIX
PENNX	0.95	0.92	0.63	0.51	0.93	0.82	0.93	0.94	0.87		PENNX
	SWMCX	TWVLX	PGEOX	BREIX	LISOX	GSHIX	ARTOX	ALVIX	TWMIX	PENNX

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Risk-Adjusted Indicators

There is a big difference between TRANSAMERICA Mutual Fund performing well and TRANSAMERICA CAPITAL Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze TRANSAMERICA CAPITAL's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SWMCX	0.66	0.08	0.09	0.00	0.89	-0.65	1.20	-1.59	4.46
TWVLX	0.53	0.08	0.14	0.03	0.63	-0.61	1.09	-1.21	2.82
PGEOX	0.38	-0.05	0.00	0.43	0.00	0.00	0.68	-0.91	2.34
BREIX	0.78	0.02	0.00	-0.07	0.00	0.00	1.50	-1.77	4.35
LISOX	0.69	0.05	0.00	-0.02	0.00	0.00	1.24	-1.34	4.48
GSHIX	0.12	0.00	0.00	-0.14	0.00	0.00	0.35	-0.36	1.07
ARTOX	0.28	0.02	0.00	-0.04	0.00	0.00	0.48	-0.72	2.13
ALVIX	0.51	0.05	0.10	-0.01	0.69	-0.55	0.95	-1.19	2.75
TWMIX	0.99	0.23	0.14	0.13	1.43	-1.03	2.24	-1.54	8.24
PENNX	0.81	0.11	0.07	0.00	1.11	-0.83	1.63	-1.74	5.40

TRANSAMERICA CAPITAL Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	IALAX	SWMCX	TWVLX	PGEOX	BREIX	LISOX	GSHIX	ARTOX	ALVIX	TWMIX
	1.14 38.95 TRANSAMERICA	0.14 14.62 SCHWAB	0.12 8.26 VALUE	1.04 26.54 GEORGE	0.08 38.69 BARON	0.45 13.15 LAZARD	0.18 5.59 GOLDMAN	0.16 12.44 One	0.19 10.46 LARGE	0.19 15.96 EMERGING
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Soft	Contained	Weak	Weak	Weak	Weak	Weak	Soft	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Buy	Strong Buy	Strong Sell	Strong Hold	Strong Hold	Cautious Hold	Hold	Buy	Strong Buy
Net Asset	1.26 B	371.71 M	2.36 B	2.29 B	2.37 B	1.58 B	2.42 B	2.43 B	2.98 B	1.87 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	1000 K	N/A	1000 K	N/A	N/A	N/A
Price To Book	6.4	N/A	1.79	2.52	2.65	2.45	N/A	2.21	1.83	2.54
Five Year Return	-2.69	6.95	9.02	8.27	2.06	4.16	3.33	4.12	9.56	1.88
One Year Return	16.46	18.92	17.85	15.89	5.92	15.93	6.96	10.09	15.16	40.39
Last Dividend Paid	N/A	0.07	0.04	0.04	0.01	0.1	0.03	0.03	0.06	0.08
Price To Earning	0.95	N/A	17.11	20.11	25.85	18.0	4.06	17.01	16.57	16.22
Price To Sales	4.69	N/A	1.58	1.9	2.11	1.54	N/A	1.42	1.52	1.85
Cash Position Weight	0.91	0.27	2.47	2.57	5.31	4.42	0.77	3.64	3.78	-0.07
Equity Positions Weight	99.09	99.73	97.53	59.57	94.69	94.46	0.56	42.59	96.22	100.07
Three Year Return	27.19	14.91	13.49	15.74	11.12	12.11	8.29	8.91	13.2	19.66
Annual Yield	N/A	0.0131	0.0155	0.0103	0.0033	0.0137	0.0653	0.0286	0.015	0.0099
Year To Date Return	1.81	0.83	2.97	1.0	0.2	1.28	0.51	0.64	1.79	5.46
Bond Positions Weight	N/A	N/A	N/A	1.61	N/A	N/A	95.52	8.61	N/A	N/A
Ten Year Return	19.74	N/A	8.63	9.29	13.63	6.64	5.64	6.33	9.54	4.21
Day Typical Price	38.95	14.62	8.26	26.54	38.69	13.15	5.59	12.44	10.46	15.96
Period Momentum Indicator	-0.45	0.02	-0.01	-0.28	-0.03	-0.06	-0.01	-0.02	-0.02	-0.03
Rate Of Daily Change	0.99	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	38.95	14.62	8.26	26.54	38.69	13.15	5.59	12.44	10.46	15.96
Price Action Indicator	-0.22	0.01	-0.01	-0.14	-0.01	-0.03	-0.01	-0.01	-0.01	-0.01
Relative Strength Index	43.42	44.8	41.89	41.01	38.47	39.24	38.94	39.1	39.19	49.96
Coefficient Of Variation	-838.97	7892.85	2234.73	-1,720	-1,667	-21,316	-7,863	-5,569	94294.13	903.43
Mean Deviation	1.56	0.6587	0.526	0.3845	0.7847	0.6855	0.1221	0.2767	0.5126	0.9941
Jensen Alpha	-0.30	0.0831	0.0767	-0.05	0.0163	0.0488	-0.0048	0.0168	0.047	0.2325
Total Risk Alpha	-0.03	0.0934	0.0917	0.0146	0.0374	0.0806	0.0086	0.0228	0.0613	0.2882
Sortino Ratio	N/A	0.0913	0.1433	N/A	N/A	N/A	N/A	N/A	0.0958	0.1422
Downside Variance	N/A	0.8868	0.5371	N/A	N/A	N/A	N/A	N/A	0.6251	2.54
Standard Deviation	1.99	0.8643	0.6701	0.5035	1.01	0.8862	0.1978	0.3686	0.6597	1.37
Kurtosis	0.55	0.4481	-0.30	0.1917	-0.08	1.24	1.65	1.37	-0.28	4.57
Potential Upside	2.87	1.2	1.09	0.6772	1.5	1.24	0.3534	0.4773	0.9479	2.24
Treynor Ratio	0.3781	0.001	0.03	0.4301	-0.07	-0.02	-0.14	-0.04	-0.01	0.1326
Maximum Drawdown	10.51	4.46	2.82	2.34	4.35	4.48	1.07	2.13	2.75	8.24
Variance	3.95	0.7471	0.449	0.2535	1.02	0.7854	0.0391	0.1359	0.4352	1.88
Market Risk Adjusted Performance	0.3881	0.011	0.04	0.4401	-0.06	-0.01	-0.13	-0.03	-0.0041	0.1426
Risk Adjusted Performance	-0.09	0.0109	0.0337	-0.05	-0.05	-0.0027	-0.04	-0.03	-0.0012	0.0922
Skewness	0.1506	0.0045	-0.32	-0.36	-0.26	-0.82	0.0348	-0.74	-0.47	-1.30
Semi Deviation	N/A	0.8886	0.6316	N/A	N/A	N/A	N/A	N/A	0.6909	1.43
Information Ratio	-0.08	0.0995	0.1567	0.0909	0.0144	0.08	0.3666	0.1856	0.1148	0.1654
Value At Risk	-3.38	-1.59	-1.21	-0.91	-1.77	-1.34	-0.36	-0.72	-1.19	-1.54
Expected Short fall	N/A	-0.65	-0.61	N/A	N/A	N/A	N/A	N/A	-0.55	-1.03
Downside Deviation	N/A	0.9417	0.7329	N/A	N/A	N/A	N/A	N/A	0.7906	1.59
Semi Variance	N/A	0.7896	0.3989	N/A	N/A	N/A	N/A	N/A	0.4773	2.05

TRANSAMERICA CAPITAL Competition Peer Performance Charts

How to Analyze TRANSAMERICA CAPITAL Against Peers

TRANSAMERICA CAPITAL's peer analysis compares TRANSAMERICA CAPITAL with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether TRANSAMERICA CAPITAL trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where TRANSAMERICA CAPITAL leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

The competition view for TRANSAMERICA CAPITAL includes correlation data, showing which peers are financially similar and which ones move together in the market. Liquidity and float comparison across TRANSAMERICA CAPITAL's peers frames which names in the competitive set are more or less accessible for large positions. Relative comparison helps show where TRANSAMERICA CAPITAL is stronger or weaker against peers.

Unless otherwise specified, data for Transamerica Capital Growth is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on March 19th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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TRANSAMERICA CAPITAL Competition

Pair Correlation for TRANSAMERICA CAPITAL and ROYCE PENNSYLVANIA Overview

Moving together with TRANSAMERICA Mutual Fund

Moving against TRANSAMERICA Mutual Fund

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TRANSAMERICA CAPITAL Competition Correlation Matrix

Risk-Adjusted Indicators

TRANSAMERICA CAPITAL Competitive Analysis

TRANSAMERICA CAPITAL Competition Peer Performance Charts

How to Analyze TRANSAMERICA CAPITAL Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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