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IIVAX vs VMVAX
IIVAX vs VMVAX Comparison
Open Charts IIVAX vs VMVAX
Transamerica Small/Mid Cap Value A
Price$30.08
Change-$0.34 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
IIVAX vs VMVAX Comparison Chart
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IIVAX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IIVAX (712M). VMVAX pays higher dividends than IIVAX: VMVAX (2.14) vs IIVAX (0.80). IIVAX was incepted earlier than VMVAX: IIVAX (24 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 : 15.41 vs. IIVAX (9.02). VMVAX return over 5 years is better than : 40.94 vs. IIVAX (17.72).
| IIVAX | VMVAX | IIVAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 11.243 | 14.833 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 32.8B | 2% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 9.02 | 15.41 | 59% |
| Returns for 3 years | -6.73 | 14.48 | -46% |
| Returns for 5 years | 17.72 | 40.94 | 43% |
| Returns for 10 years | 5.05 | 89.30 | 6% |
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