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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$27.02
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets649.65M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Jul 11, 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: 17.2B vs. IIVAX (650M). MVCAX pays higher dividends than IIVAX: MVCAX (0.87) vs IIVAX (0.79). 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 : 0.14 vs. IIVAX (-1.59). MVCAX return over 5 years is better than : 60.76 vs. IIVAX (34.40).
| 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 | 3.189 | 2.510 | 127% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 17.2B | 4% |
| Annual Yield % from dividends | 0.79 | 0.87 | 90% |
| Returns for 1 year | -1.59 | 0.14 | -1,175% |
| Returns for 3 years | 0.95 | 19.22 | 5% |
| Returns for 5 years | 34.40 | 60.76 | 57% |
| Returns for 10 years | 0.12 | 62.43 | 0% |
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