Ad is loading...
IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$24.37
Change+$0.31 (+1.29%)
VolumeN/A
Net Assets597.04M
IIVAX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVAX 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 IIVAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IIVAX (597M). MVCAX pays higher dividends than IIVAX: MVCAX (0.90) vs IIVAX (0.81). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (24 years). IIVAX (1.19) is less costly to investors than MVCAX (1.00). IIVAX is a more actively managed with annual turnover of: 32.00 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 : -8.95 vs. IIVAX (-12.67). MVCAX return over 5 years is better than : 59.24 vs. IIVAX (33.75).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -7.568 | -8.149 | 93% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 15.8B | 4% |
| Annual Yield % from dividends | 0.81 | 0.90 | 90% |
| Returns for 1 year | -12.67 | -8.95 | 142% |
| Returns for 3 years | -17.02 | -4.00 | 425% |
| Returns for 5 years | 33.75 | 59.24 | 57% |
| Returns for 10 years | -10.06 | 45.33 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWFG | 43.06 | 2.19 | +5.35% |
| NYLI Winslow Focused Large Cap Gr ETF | |||
| ECNS | 27.51 | 0.40 | +1.48% |
| iShares MSCI China Small-Cap ETF | |||
| EPI | 45.56 | 0.62 | +1.38% |
| WisdomTree India Earnings ETF | |||
| TOTR | 40.24 | 0.27 | +0.67% |
| T. Rowe Price Total Return ETF | |||
| FIGB | 42.59 | 0.12 | +0.28% |
| Fidelity Investment Grade Bd ETF | |||