IIVLX
Price
$20.69
Change
-$0.07 (-0.34%)
Updated
Jul 29 closing price
Net Assets
649.28M
MVCAX
Price
$31.74
Change
+$0.06 (+0.19%)
Updated
Jul 29 closing price
Net Assets
17.2B
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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$20.69
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets649.28M
MFS Mid Cap Value A
Price$31.74
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets17.2B
IIVLX vs MVCAX Comparison Chart in %
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IIVLX vs. MVCAX commentary
Jul 30, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IIVLX (649M). MVCAX pays higher dividends than IIVLX: MVCAX (0.87) vs IIVLX (0.18). 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 : -4.18 vs. IIVLX (-11.47). MVCAX return over 5 years is better than : 53.05 vs. IIVLX (15.44).
IIVLXMVCAXIIVLX / MVCAX
Total Expense Ratio1.940.99196%
Annual Report Gross Expense Ratio1.941.00194%
Fund Existence23 years24 years-
Gain YTD3.4383.259105%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets649M17.2B4%
Annual Yield % from dividends0.180.8720%
Returns for 1 year-11.47-4.18274%
Returns for 3 years-12.2011.53-106%
Returns for 5 years15.4453.0529%
Returns for 10 years-14.9064.57-23%
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