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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$27.79
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets655.46M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Sep 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 IIVAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IIVAX (655M). MVCAX pays higher dividends than IIVAX: MVCAX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (24 years). IIVAX (1.20) is less costly to investors than MVCAX (1.00). IIVAX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (27.00). MVCAX (6%) and IIVAX (6%) have equivalent initial investment costs. IIVAX (1000) and MVCAX (1000) have matching initial minimum investment requirements. IIVAX (-5.37) and MVCAX (-5.46) have marching annual gain over last year. MVCAX return over 5 years is better than : 50.81 vs. IIVAX (29.40).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.415 | 4.726 | 157% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 17.4B | 4% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -5.37 | -5.46 | 98% |
| Returns for 3 years | 2.70 | 16.90 | 16% |
| Returns for 5 years | 29.40 | 50.81 | 58% |
| Returns for 10 years | 15.59 | 78.43 | 20% |
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