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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$26.12
Change-$0.31 (-1.17%)
VolumeN/A
Net Assets661.63M
IIVAX vs MVCAX Comparison Chart
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IIVAX vs. MVCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IIVAX (662M). MVCAX pays higher dividends than IIVAX: MVCAX (1.16) vs IIVAX (0.80). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (24 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. MVCAX annual gain was more profitable for investors over the last year : 1.20 vs. IIVAX (-4.13). MVCAX return over 5 years is better than : 28.23 vs. IIVAX (2.83).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.346 | 0.391 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 17.4B | 4% |
| Annual Yield % from dividends | 0.80 | 1.16 | 69% |
| Returns for 1 year | -4.13 | 1.20 | -345% |
| Returns for 3 years | -9.30 | 3.99 | -233% |
| Returns for 5 years | 2.83 | 28.23 | 10% |
| Returns for 10 years | -1.39 | 60.23 | -2% |
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