Interact to see
Advertisement
Advertisement
IAAEX vs MVCAX
IAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAX
Transamerica Mid Cap Value Opps I2
Price$11.51
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets979.49M
IAAEX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IAAEX vs. MVCAX commentary
Sep 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IAAEX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IAAEX (979M). IAAEX pays higher dividends than MVCAX: IAAEX (1.42) vs MVCAX (0.84). IAAEX was incepted earlier than MVCAX: IAAEX (11 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than IAAEX (0.74). IAAEX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). IAAEX has a lower initial minimum investment than MVCAX: IAAEX (0) vs MVCAX (1000). IAAEX annual gain was more profitable for investors over the last year : -1.03 vs. MVCAX (-5.36). MVCAX return over 5 years is better than : 52.29 vs. IAAEX (17.55).
| IAAEX | MVCAX | IAAEX / MVCAX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.00 | 74% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.475 | 4.563 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 17.1B | 6% |
| Annual Yield % from dividends | 1.42 | 0.84 | 169% |
| Returns for 1 year | -1.03 | -5.36 | 19% |
| Returns for 3 years | 6.50 | 17.55 | 37% |
| Returns for 5 years | 17.55 | 52.29 | 34% |
| Returns for 10 years | 12.06 | 75.96 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement