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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$19.53
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets649.12M
IIVLX vs MVCAX Comparison Chart
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IIVLX vs. MVCAX commentary
Mar 11, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IIVLX (649M). MVCAX pays higher dividends than IIVLX: MVCAX (0.87) 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 : -3.42 vs. IIVLX (-10.83). MVCAX return over 5 years is better than : 46.03 vs. IIVLX (7.18).
| 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 | -1.096 | -1.662 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 17B | 4% |
| Annual Yield % from dividends | 0.18 | 0.87 | 20% |
| Returns for 1 year | -10.83 | -3.42 | 316% |
| Returns for 3 years | -15.09 | 6.28 | -240% |
| Returns for 5 years | 7.18 | 46.03 | 16% |
| Returns for 10 years | -17.00 | 61.83 | -28% |
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