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IIVLX vs MVCAX
IIVLX vs MVCAX Comparison
Open Charts IIVLX vs MVCAX
Transamerica Small/Mid Cap Value C
Price$23.03
Change-$0.75 (-3.15%)
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).
| IIVLX | MVCAX | IIVLX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.399 | 5.872 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 17.5B | 4% |
| Annual Yield % from dividends | 0.28 | 1.16 | 24% |
| Returns for 1 year | 7.16 | 7.20 | 99% |
| Returns for 3 years | -12.85 | 5.74 | -224% |
| Returns for 5 years | 8.97 | 32.46 | 28% |
| Returns for 10 years | -10.90 | 68.25 | -16% |
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