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IIVAX vs VMVAX
IIVAX vs VMVAX Comparison
Open Charts IIVAX vs VMVAX
Transamerica Small/Mid Cap Value A
Price$25.69
Change+$0.26 (+1.02%)
VolumeN/A
Net Assets623.92M
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
IIVAX vs VMVAX Comparison Chart
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IIVAX vs. VMVAX commentary
Jun 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IIVAX (624M). VMVAX pays higher dividends than IIVAX: VMVAX (2.31) vs IIVAX (0.81). IIVAX was incepted earlier than VMVAX: IIVAX (24 years) vs VMVAX (14 years). IIVAX (1.20) is less costly to investors than VMVAX (0.07). IIVAX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (19.00). IIVAX has a lower initial minimum investment than VMVAX: IIVAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 6.48 vs. IIVAX (-7.97). VMVAX return over 5 years is better than : 56.36 vs. IIVAX (14.87).
| IIVAX | VMVAX | IIVAX / VMVAX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.305 | -0.166 | 1,389% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 29.9B | 2% |
| Annual Yield % from dividends | 0.81 | 2.31 | 35% |
| Returns for 1 year | -7.97 | 6.48 | -123% |
| Returns for 3 years | -14.19 | 11.23 | -126% |
| Returns for 5 years | 14.87 | 56.36 | 26% |
| Returns for 10 years | -5.00 | 79.79 | -6% |
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