IIVLX
Price
$23.03
Change
-$0.75 (-3.15%)
Updated
Dec 18 closing price
MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
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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$23.03
Change-$0.75 (-3.15%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
IIVLX vs MVCAX Comparison Chart
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IIVLX vs. MVCAX 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 IIVLX is a Hold and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. IIVLX (703M). MVCAX pays higher dividends than IIVLX: MVCAX (1.16) vs IIVLX (0.28). IIVLX was incepted earlier than MVCAX: IIVLX (22 years) vs MVCAX (23 years). IIVLX is a more actively managed with annual turnover of: 32.00 vs. MVCAX (19.00). IIVLX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX (7.20) and IIVLX (7.16) have marching annual gain over last year. MVCAX return over 5 years is better than : 32.46 vs. IIVLX (8.97).
IIVLXMVCAXIIVLX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years23 years-
Gain YTD10.3995.872177%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets703M17.5B4%
Annual Yield % from dividends0.281.1624%
Returns for 1 year7.167.2099%
Returns for 3 years-12.855.74-224%
Returns for 5 years8.9732.4628%
Returns for 10 years-10.9068.25-16%
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