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IIVAX vs MVCAX
IIVAX vs MVCAX Comparison
Open Charts IIVAX vs MVCAX
Transamerica Small/Mid Cap Value A
Price$25.73
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets637.61M
IIVAX vs MVCAX Comparison Chart
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IIVAX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IIVAX (638M). MVCAX pays higher dividends than IIVAX: MVCAX (0.90) vs IIVAX (0.81). IIVAX was incepted earlier than MVCAX: IIVAX (24 years) vs MVCAX (24 years). IIVAX (1.19) is less costly to investors than MVCAX (1.00). IIVAX is a more actively managed with annual turnover of: 32.00 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 : -4.35 vs. IIVAX (-10.09). MVCAX return over 5 years is better than : 96.65 vs. IIVAX (63.28).
| IIVAX | MVCAX | IIVAX / MVCAX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -2.267 | -1.369 | 166% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 16.8B | 4% |
| Annual Yield % from dividends | 0.81 | 0.90 | 90% |
| Returns for 1 year | -10.09 | -4.35 | 232% |
| Returns for 3 years | -14.47 | 0.31 | -4,714% |
| Returns for 5 years | 63.28 | 96.65 | 65% |
| Returns for 10 years | -5.21 | 56.43 | -9% |
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