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IAAEX vs MVCAX
IAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAX
Transamerica Mid Cap Value Opps I2
Price$11.87
Change-$0.13 (-1.08%)
VolumeN/A
CapitalizationN/A
IAAEX vs MVCAX Comparison Chart
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IAAEX vs. MVCAX commentary
Dec 19, 2024
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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IAAEX (1.18B). MVCAX pays higher dividends than IAAEX: MVCAX (1.16) vs IAAEX (0.96). IAAEX was incepted earlier than MVCAX: IAAEX (11 years) vs MVCAX (23 years). IAAEX is a more actively managed with annual turnover of: 44.00 vs. MVCAX (19.00). IAAEX has a lower initial minimum investment than MVCAX: IAAEX (0) vs MVCAX (1000). MVCAX (7.20) and IAAEX (7.00) have marching annual gain over last year. MVCAX return over 5 years is better than : 32.46 vs. IAAEX (2.80).
| IAAEX | MVCAX | IAAEX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.899 | 5.872 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 17.7B | 7% |
| Annual Yield % from dividends | 0.96 | 1.16 | 83% |
| Returns for 1 year | 7.00 | 7.20 | 97% |
| Returns for 3 years | -18.74 | 5.74 | -326% |
| Returns for 5 years | 2.80 | 32.46 | 9% |
| Returns for 10 years | 13.04 | 68.25 | 19% |
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