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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets629.42M
IIVAX vs MVCAX Comparison Chart in %
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IIVAX vs. MVCAX commentary
Aug 10, 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: 16.9B vs. IIVAX (629M). MVCAX pays higher dividends than IIVAX: MVCAX (0.86) vs IIVAX (0.78). 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 : -2.66 vs. IIVAX (-6.36). MVCAX return over 5 years is better than : 46.71 vs. IIVAX (21.59).
| 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 | 1.614 | 1.695 | 95% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 16.9B | 4% |
| Annual Yield % from dividends | 0.78 | 0.86 | 91% |
| Returns for 1 year | -6.36 | -2.66 | 239% |
| Returns for 3 years | -6.33 | 10.72 | -59% |
| Returns for 5 years | 21.59 | 46.71 | 46% |
| Returns for 10 years | 1.35 | 62.31 | 2% |
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