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IAAEX vs MVCAX
IAAEX vs MVCAX Comparison
Open Charts IAAEX vs MVCAX
Transamerica Mid Cap Value Opps I2
Price$10.87
Change+$0.09 (+0.83%)
VolumeN/A
Net Assets967.77M
IAAEX vs MVCAX Comparison Chart
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IAAEX vs. MVCAX commentary
Jun 07, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. IAAEX (968M). IAAEX pays higher dividends than MVCAX: IAAEX (1.52) vs MVCAX (0.89). 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 : -2.00 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. IAAEX (5.92).
| 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 | 1.507 | -2.151 | -70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 16.7B | 6% |
| Annual Yield % from dividends | 1.52 | 0.89 | 170% |
| Returns for 1 year | -2.00 | -5.05 | 40% |
| Returns for 3 years | -10.13 | 0.85 | -1,188% |
| Returns for 5 years | 5.92 | 40.08 | 15% |
| Returns for 10 years | 2.33 | 55.19 | 4% |
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