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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$18.26
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets591M
IIVLX vs MVCAX Comparison Chart
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IIVLX vs. MVCAX commentary
Apr 19, 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 IIVLX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.5B vs. IIVLX (591M). MVCAX pays higher dividends than IIVLX: MVCAX (0.90) vs IIVLX (0.18). IIVLX was incepted earlier than MVCAX: IIVLX (22 years) vs MVCAX (24 years). IIVLX (1.94) is less costly to investors than MVCAX (1.00). IIVLX is a more actively managed with annual turnover of: 32.00 vs. MVCAX (27.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -8.14 vs. IIVLX (-14.76). MVCAX return over 5 years is better than : 54.79 vs. IIVLX (16.72).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.00 | 194% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -9.018 | -9.648 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 15.5B | 4% |
| Annual Yield % from dividends | 0.18 | 0.90 | 20% |
| Returns for 1 year | -14.76 | -8.14 | 181% |
| Returns for 3 years | -25.41 | -6.94 | 366% |
| Returns for 5 years | 16.72 | 54.79 | 31% |
| Returns for 10 years | -26.82 | 42.27 | -63% |
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