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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$25.63
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets627.16M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. IIVAX (627M). MVCAX pays higher dividends than IIVAX: MVCAX (0.89) vs IIVAX (0.81). 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. MVCAX annual gain was more profitable for investors over the last year : -4.31 vs. IIVAX (-5.92). MVCAX return over 5 years is better than : 51.11 vs. IIVAX (25.71).
| 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 | -1.537 | -1.890 | 81% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 16.6B | 4% |
| Annual Yield % from dividends | 0.81 | 0.89 | 91% |
| Returns for 1 year | -5.92 | -4.31 | 137% |
| Returns for 3 years | -0.92 | 17.33 | -5% |
| Returns for 5 years | 25.71 | 51.11 | 50% |
| Returns for 10 years | -6.03 | 52.72 | -11% |
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