IIVAX
Price
$26.66
Change
+$0.06 (+0.23%)
Updated
Jan 17 closing price
Net Assets
689.89M
MVCAX
Price
$31.59
Change
+$0.12 (+0.38%)
Updated
Jan 17 closing price
Net Assets
17.56B
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IIVAX vs MVCAX

Header iconIIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAXBanner chart's image
Transamerica Small/Mid Cap Value A
Price$26.66
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets689.89M
MFS Mid Cap Value A
Price$31.59
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.56B
IIVAX vs MVCAX Comparison Chart
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IIVAX vs. MVCAX commentary
Jan 19, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. IIVAX (690M). MVCAX pays higher dividends than IIVAX: MVCAX (1.16) vs IIVAX (0.80). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (23 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 : 9.50 vs. IIVAX (1.55). MVCAX return over 5 years is better than : 30.79 vs. IIVAX (3.47).
IIVAXMVCAXIIVAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD2.4202.96682%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets690M17.6B4%
Annual Yield % from dividends0.801.1669%
Returns for 1 year1.559.5016%
Returns for 3 years-10.962.65-413%
Returns for 5 years3.4730.7911%
Returns for 10 years6.3674.349%
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