IIVAX
Price
$27.02
Change
+$0.16 (+0.60%)
Updated
Jul 10 closing price
Net Assets
649.65M
MVCAX
Price
$31.68
Change
+$0.23 (+0.73%)
Updated
Jul 10 closing price
Net Assets
17.25B
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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$27.02
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets649.65M
MFS Mid Cap Value A
Price$31.68
Change+$0.23 (+0.73%)
VolumeN/A
Net Assets17.25B
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.

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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).
IIVAXMVCAXIIVAX / MVCAX
Total Expense Ratio1.190.99120%
Annual Report Gross Expense Ratio1.201.00120%
Fund Existence24 years24 years-
Gain YTD3.1892.510127%
Front Load6%6%96%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets650M17.2B4%
Annual Yield % from dividends0.790.8790%
Returns for 1 year-1.590.14-1,175%
Returns for 3 years0.9519.225%
Returns for 5 years34.4060.7657%
Returns for 10 years0.1262.430%
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