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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$30.08
Change-$0.34 (-1.12%)
VolumeN/A
CapitalizationN/A
IIVAX vs MVCAX Comparison Chart
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IIVAX 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 IIVAX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IIVAX (712M). MVCAX pays higher dividends than IIVAX: MVCAX (1.16) vs IIVAX (0.80). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (23 years). IIVAX is a more actively managed with annual turnover of: 32.00 vs. MVCAX (19.00). IIVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IIVAX annual gain was more profitable for investors over the last year : 9.02 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. IIVAX (17.72).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 11.243 | 5.872 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 17.7B | 4% |
| Annual Yield % from dividends | 0.80 | 1.16 | 69% |
| Returns for 1 year | 9.02 | 7.20 | 125% |
| Returns for 3 years | -6.73 | 5.74 | -117% |
| Returns for 5 years | 17.72 | 32.46 | 55% |
| Returns for 10 years | 5.05 | 68.25 | 7% |
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