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IIVAX vs VMVAX
IIVAX vs VMVAX Comparison
Open Charts IIVAX vs VMVAX
Transamerica Small/Mid Cap Value A
Price$29.57
Change-$0.24 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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IIVAX vs VMVAX Comparison Chart
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IIVAX vs. VMVAX commentary
Sep 21, 2024
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 VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IIVAX (718M). VMVAX pays higher dividends than IIVAX: VMVAX (2.14) vs IIVAX (0.80). IIVAX was incepted earlier than VMVAX: IIVAX (23 years) vs VMVAX (13 years). IIVAX is a more actively managed with annual turnover of: 32.00 vs. VMVAX (22.00). 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 : 25.35 vs. IIVAX (13.54). VMVAX return over 5 years is better than : 48.82 vs. IIVAX (18.86).
| IIVAX | VMVAX | IIVAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 9.357 | 14.946 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 30.5B | 2% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 13.54 | 25.35 | 53% |
| Returns for 3 years | -4.01 | 20.71 | -19% |
| Returns for 5 years | 18.86 | 48.82 | 39% |
| Returns for 10 years | 6.21 | 100.88 | 6% |
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