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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$19.25
Change+$0.23 (+1.21%)
VolumeN/A
Net Assets614.15M
IIVLX vs MVCAX Comparison Chart
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IIVLX vs. MVCAX commentary
May 09, 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: 16.3B vs. IIVLX (614M). MVCAX pays higher dividends than IIVLX: MVCAX (0.93) vs IIVLX (0.19). 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: 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 : -8.27 vs. IIVLX (-15.01). MVCAX return over 5 years is better than : 56.76 vs. IIVLX (16.18).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.00 | 194% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.232 | -5.150 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 16.3B | 4% |
| Annual Yield % from dividends | 0.19 | 0.93 | 20% |
| Returns for 1 year | -15.01 | -8.27 | 181% |
| Returns for 3 years | -17.30 | 4.61 | -375% |
| Returns for 5 years | 16.18 | 56.76 | 29% |
| Returns for 10 years | -23.03 | 49.35 | -47% |
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