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IAAEX vs MVCAX
IAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAX
Transamerica Mid Cap Value Opps I2
Price$10.50
Change-$0.44 (-4.02%)
VolumeN/A
Net Assets1.08B
IAAEX vs MVCAX Comparison Chart
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IAAEX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IAAEX (1.08B). IAAEX pays higher dividends than MVCAX: IAAEX (1.51) vs MVCAX (0.90). 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 : -3.06 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. IAAEX (53.34).
| 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 | 3.013 | -1.369 | -220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 16.9B | 6% |
| Annual Yield % from dividends | 1.51 | 0.90 | 169% |
| Returns for 1 year | -3.06 | -4.59 | 67% |
| Returns for 3 years | -7.75 | 0.73 | -1,059% |
| Returns for 5 years | 53.34 | 96.65 | 55% |
| Returns for 10 years | 1.85 | 55.23 | 3% |
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