IIVLX
Price
$20.57
Change
-$0.07 (-0.34%)
Updated
Nov 19 closing price
Net Assets
612.01M
MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
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IIVLX vs MVCAX

Header iconIIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$20.57
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets612.01M
MFS Mid Cap Value A
Price$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. IIVLX (612M). MVCAX pays higher dividends than IIVLX: MVCAX (0.85) vs IIVLX (0.17). IIVLX was incepted earlier than MVCAX: IIVLX (23 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: 46.00 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 : -10.73 vs. IIVLX (-13.52). MVCAX return over 5 years is better than : 32.26 vs. IIVLX (-1.28).
IIVLXMVCAXIIVLX / MVCAX
Total Expense Ratio1.940.99196%
Annual Report Gross Expense Ratio1.941.00194%
Fund Existence23 years24 years-
Gain YTD2.8401.597178%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets612M16.4B4%
Annual Yield % from dividends0.170.8520%
Returns for 1 year-13.52-10.73126%
Returns for 3 years-10.379.47-110%
Returns for 5 years-1.2832.26-4%
Returns for 10 years-13.5965.95-21%
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