IAAEX
Price
$10.44
Change
+$0.12 (+1.16%)
Updated
Apr 24 closing price
Net Assets
956.31M
MVCAX
Price
$28.60
Change
+$0.42 (+1.49%)
Updated
Apr 24 closing price
Net Assets
15.77B
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IAAEX vs MVCAX

Header iconIAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$10.44
Change+$0.12 (+1.16%)
VolumeN/A
Net Assets956.31M
MFS Mid Cap Value A
Price$28.60
Change+$0.42 (+1.49%)
VolumeN/A
Net Assets15.77B
IAAEX vs MVCAX Comparison Chart
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IAAEX vs. MVCAX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IAAEX (956M). 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 : -6.35 vs. MVCAX (-8.95). MVCAX return over 5 years is better than : 59.24 vs. IAAEX (23.51).
IAAEXMVCAXIAAEX / MVCAX
Total Expense Ratio0.740.9975%
Annual Report Gross Expense Ratio0.741.0074%
Fund Existence11 years24 years-
Gain YTD-2.825-8.14935%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets956M15.8B6%
Annual Yield % from dividends1.510.90169%
Returns for 1 year-6.35-8.9571%
Returns for 3 years-11.45-4.00286%
Returns for 5 years23.5159.2440%
Returns for 10 years-4.0945.33-9%
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