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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$28.24
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets653.14M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Oct 07, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IIVAX (653M). MVCAX pays higher dividends than IIVAX: MVCAX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than MVCAX: IIVAX (25 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. IIVAX annual gain was more profitable for investors over the last year : -2.95 vs. MVCAX (-4.63). MVCAX return over 5 years is better than : 53.86 vs. IIVAX (32.57).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 8.490 | 5.737 | 148% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 17.2B | 4% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -2.95 | -4.63 | 64% |
| Returns for 3 years | 6.69 | 20.78 | 32% |
| Returns for 5 years | 32.57 | 53.86 | 60% |
| Returns for 10 years | 15.13 | 78.48 | 19% |
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